Nicholas
Loeffelman
Citrine Capital
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About this Advisor
Nicholas Loeffelman is a financial advisor operating out of Huntington Beach, California who has 1 year of relevant experience. Loeffelman currently works for Citrine Capital. Throughout their career, Loeffelman has worked at Citrine Capital, Intelliloan, School, Crepe Cart Of Columbia, Mo, Zaxby'S, Imo'S Pizza and Sheridan'S Frozen Custard. Loeffelman maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in California. Citrine Capital is an advisory firm based out of San Francisco, CA. The company has offices in four locations and a total of seven people on staff. It administers $168 million in total assets between its 575 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 575 client accounts, 38% belong to high-net-worth investors who have at least $1 million in assets. Citrine Capital has a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management usually are based on the type of financial services. Fees charged by Citrine Capital most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citrine Capital Brokerage Details
$167,498,196
7
575
$291,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Nicholas Loeffelman Work History
Nicholas has been registered as a financial advisor for 1 years.*
Citrine Capital
Intelliloan
School
Crepe Cart Of Columbia, Mo
Zaxby'S
School
Imo'S Pizza
School
Sheridan'S Frozen Custard
School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Loeffelman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citrine Capital
San Francisco, CA
San Francisco, CA
Huntington Beach, CA
San Francisco, CA
Sacramento, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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