Citadel Investment Advisory Inc is a large advisory firm based in Chesterland. It manages $104.08 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.
Citadel Investment Advisory provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Citadel Investment Advisory Inc is $104.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 236% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Citadel Investment Advisory Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Citadel Investment Advisory is individuals with 101 clients and $102.57 million of assets under management. Among the 12 most similar advisory firms, Citadel Investment Advisory has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $104.08 million for 102 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Citadel Investment Advisory doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Citadel Investment Advisory Inc performs its advisory services is located at 12290 Wedgefield Lane, Chesterland, OH 44026 The mailing address of the firm is Po Box 900, Chesterland, OH 44026. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 440-942-8877. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.