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CITADEL INVESTMENT ADVISORY INC
CRD 110540 · SEC 801-112507
OH, United States
Phone
440-942-8877
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.3M
Discretionary AUM
$278.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $34.3M |
| High net worth individuals | 57 | $243.9M |
States served
OH, FL
Official SEC filing: View on IAPD