Citadel Advisors LLC
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Learn more about Citadel Advisors LLC
Overview
Citadel Advisors LLC operates as a financial advisor firm located in Miami, Florida. The firm controls $339.1 billion in assets over 26 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). The firm has a very large team, including 1,070 financial advisors. Citadel Advisors LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial investments such as stocks, options and bonds.
Citadel Advisors LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without needing the customer's approval. The investment advisory firm's typical account size is $13.0 billion. The average advisor at Citadel Advisors LLC administers fewer than one client account, placing it among the most personalized firms in the country.
Citadel Advisors LLC's main office is located at Southeast Financial Center, Miami, Florida 33131. The firm is allowed to provide services to investors throughout 8 states, including California, Connecticut, Florida, Illinois, Michigan, Ohio, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Citadel Advisors LLC by the Numbers
$339.1 billion
2,823
26
$13.0 billion
Fee Structure
A financial advisor's fees vary depending on the type of financial services provided. Fees charged by the company likely include some blend of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Citadel Advisors LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Citadel Advisors LLC works with pooled investment vehicles. Out of its 26 clients, Citadel Advisors LLC's largest client by number of accounts is pooled investment vehicles. Around 54% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Citadel Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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