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- Custodian
- Broadridge · Citibank · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-23-1964
- Office Locations
- 477
Office Locations
About Citigroup Global Markets Inc.
Citigroup Global Markets Inc. provides integrated financial services to retail and institutional clients, spanning investment advisory and asset management, portfolio construction, and financial planning. Investment exposure includes ETFs, mutual funds, fixed income and alternatives. As part of Citi’s global platform, it operates through major custodial relationships such as Citibank and Pershing.
Reported data analysis
What the numbers show
Between December 23, 2025 and June 30, 2026, reported AUM increased 19.5%, from $46.9B to $56.0B.
Across 5 reported observations, AUM increased 27.6% between November 28, 2022 and June 30, 2026, from $43.9B to $56.0B.
Of the latest reported AUM, 62.4% is discretionary and 37.6% is non-discretionary.
The firm reports 4,078 advisory representatives and 62,310 clients, or 15.3 clients per representative. That equates to $898.8K in reported AUM per client.
The profile lists 477 reported office locations and 62 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Citigroup Global Markets Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL AGNELLO
Chief Financial Officer, Communications Specialist
- CRD
- #7042560
- Ownership
- Less than 5%
Christopher Barratt
Chief Operations Officer, Partner
- CRD
- #5659131
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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AAYRA AAMER
Investment Banking Analyst
- CRD
- #7705087
JAY R AARONSON
Director
- CRD
- #4882780
Showing 2 of 7000 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,964,584,439 | $929,118 |
| Non-Discretionary | $21,042,071,481 | $951,054 |
| Total | $56,006,655,920 | $937,240 |
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Separately Managed Accounts
SMA allocation detail is available
Citigroup Global Markets Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Citigroup Global Markets Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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