Citigroup Global Markets Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $56.0B in regulatory assets under management, 7,036 employees, 594 offices, and 59,757 accounts.
Top client segmentIndividuals represent 57.9% of total clients.
Top client categories% of clientsClients
1
Individuals
57.9%
34,655
2
HNWI
39.2%
23,441
3
Corporations
2.5%
1,512
4
Charitable
0.2%
143
5
Pension Plans
0.1%
41
Additional categories (<0.1%)
Pooled Investment Vehicles26 clients
Government11 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$56.0Bas of March 26, 2026
Discretionary62.4%
$35.0B
62% of total RAUM62.4%
Non-discretionary37.6%
$21.0B
38% of total RAUM37.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$56.0B
Total Accounts59,757
10Y AUM Change+$35.8B (+176.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7,036
Clients per Employee9:1
10Y Employee Change-1,784 (-20.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.