← Back to searchVisit website
CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 801-3387
388 GREENWICH STREET, NEW YORK, NY, 10013, United States
Phone
212-816-6000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$56.01B
Discretionary AUM
$34.96B
Team
7036 total employees; 4078 advisory reps; 2481 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsSecurity ratingsASSET ALLOCATION ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34655 | $9.55B |
| High net worth individuals | 23441 | $31.95B |
| Pooled investment vehicles | 26 | $2.98B |
| Pension/profit sharing plans | 41 | $1.50B |
| Charitable organizations | 143 | $509.1M |
| State/municipal entities | 11 | $2.84B |
| Corporations/business entities | 1512 | $6.67B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://facebook.com/citi
- https://www.instagram.com/citiprivatebank/
- https://www.linkedin.com/company/citi
- https://x.com/citi
- https://www.tiktok.com/@citi
- HTTPS://WWW.CITI.COM
- https://www.youtube.com/@citiprivatebank
- https://www.instagram.com/citi
- HTTPS://WWW.CITIGROUP.COM
- HTTPS://WWW.PRIVATEBANK.CITIBANK.COM
- HTTPS://YOUTUBE.COM/@CITI
- https://www.linkedin.com/showcase/citi-global-wealth-at-work/
- http://www.citiglobalwealth.com/atwork/
- https://www.linkedin.com/showcase/citi-private-bank/
Official SEC filing: View on IAPD