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CITRINE CAPITAL
535 Mission St
14th Floor
San Francisco, California 94105
Tel: (415) 494-8262
About CITRINE CAPITAL
CITRINE CAPITAL, formally registered with the SEC as CITRINE CAPITAL. The firm was established in 03/11/2021. They have over 6 offices throughout the country.
CITRINE CAPITAL is a San Francisco, California based Financial Planning firm with nearly $194,553,309 assets under management, offering retirement planning & investment advisory services to 515 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171735 |
| SEC# | 801-120487 |
| Assets Managed by Firm | $194,553,309 |
| No. of Clients | 515 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (A PERCENTAGE OF NET WORTH)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX RETURN PREPARATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 515 | $194,553,309 |
| Individuals (other than high net worth individuals) | 68 | $22,269,088 |
| High net worth individuals | 58 | $172,284,221 |
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