The CITIZENS INVESTMENT ADVISORS is a publicly held investment adviser that advises $29.5Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CITIZENS INVESTMENT ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 136.34% over the last 5-years.
The Group has been registered with the SEC for 34.47 years and is comprised of 2 filing and 0 relying advisers. They operate out of 37 office locations with their Headquarters at 520 WHITE PLAINS ROAD 3RD FLOOR, GREENBURGH, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 685 employees comprised of 668 investment and 17 non-investment staff. The total number of Employees decreased by 21.53% over the last 5-years.
Their $29.5Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 485 other accounts. Assets of High Net Worth Individuals clients own $16.06Bn or 54.45% of Total Assets and Individuals own $12.21Bn or 41.37% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CITIZENS INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.