Investment adviser · CRD 131314
CITRINGROUP
Investment adviser filing (IA)
THE CITRIN GROUP, LLC
BIRMINGHAM, MI, United States · Form ADV filed Mar 22, 2012
- Regulatory AUM
- $49.4M Form ADV · Item 5.F
- Client accounts
- 251 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets
Principal office
280 N OLD WOODWARD, SUITE 206BIRMINGHAM, MI, 48009, United States
CRD 131314
Filing source
Form ADV 628501 · Mar 22, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.