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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