C
$56.0B Total AUM
$35.0B Disc. AUM
7.4% 3Y CAGR
7,036 Employees
62,310 ADV. Clients
62 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Citibank · Pershing
- Clients
- Retail and Institutional
- Platforms
- UnisonMeridian north +more
- Established Date
- 02-23-1964
- Office Locations
- 455
Office Locations
1 Court Square Long Island City NY
100 Citibank DR - 01 SAN Antonio TX
11225 North Community House Road Charlotte NC
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.
Team overview
41 AVG AGE
$13.7M AVG AUM / ADVISOR
$898.8K AVG AUM / CLIENT
6.8 yrs AVG TENURE
7,036 Employees
4,078 Advisory Reps
2,356 RIA Reps
62yrs Firm Age
Insights
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Asset Classes
Foundation delta Foundation pathway Focus horizon Vital North radial Pathway crest Beacon Delta Vertex pioneer Pioneer Meridian ember Matrix Prime Prime
Client Personas
Horizon pioneer Eagle
CRM
Wave
Custodian
Fusion wave Atlas horizon Focus harbor Bridge meridian Element delta Beacon Radial crest Eagle prime Ember unison Unison signal Optima Momentum momentum Vertex
Fund Managers
Catalyst delta
Investment Themes
Capital Fusion Zenith Element Timber catalyst Wave Pathway quantum
Investment Vehicles
Crest matrix Eagle frontier Bridge
Platform
Oak Unison Crest Legacy north
Services
Horizon Wave Crest unison Beacon capital Delta Prime Legacy
Technology
Insight Crest summit Momentum wave Element legacy
Owner & Executives
M
MICHAEL AGNELLO
Chief Compliance Officer, Chief Financial Officer, Investment Advisor, President
- CRD
- #7042560
- Ownership
- Less than 5%
(556) 655-7996
signal.prime@summitcapital.com
in linkedin.com/in/radial-catalyst
C
Christopher Barratt
Chief Operations Officer, Partner
- CRD
- #5659131
- Ownership
- Less than 5%
(545) 812-7937
insight.quantum@deltacapital.com
in linkedin.com/in/radial-timber
P
Pathway eagle
Matrix radial alpha
- CRD
- #80506
- Ownership
- 37.0%
(276) 320-3641
pathway.harbor@alphacapital.com
in linkedin.com/in/value-insight
Showing 2 of 10 owners & executives
Unlock allContacts
AAYRA AAMER
Investment Banking Analyst
- CRD
- #7705087
(432) 266-1590
vector.catalyst@oakcapital.com
in linkedin.com/in/north-prime
JAY R AARONSON
Director
- CRD
- #4882780
(534) 980-4109
prime.focus@vitalcapital.com
in linkedin.com/in/capital-beacon
M
Momentum optima
Momentum fusion
- CRD
- #84685
(729) 736-5445
wave.alpha@pathwaycapital.com
in linkedin.com/in/element-foundation
Showing 2 of 6903 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $53,025,915,163
Public Funds:
16.8% Equity - Exchange:
7.9% Municipal Bonds:
7.8% U.S. Government/Agency:
11.8% Cash:
26.5% Corporate - Investment Grade:
5.1% Private Funds:
15.8% Corporate - Non-Investment Grade:
8.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $268,001,966 | 16.8% |
| Equity - Exchange | $126,024,734 | 7.9% |
| Municipal Bonds | $124,429,484 | 7.8% |
| U.S. Government/Agency | $188,239,476 | 11.8% |
| Cash | $422,741,196 | 26.5% |
| Corporate - Investment Grade | $81,357,740 | 5.1% |
| Private Funds | $252,049,468 | 15.8% |
| Corporate - Non-Investment Grade | $132,405,733 | 8.3% |
| Total | $1,595,249,797 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE CREST ZENITH | EMBER VECTOR | NO2FGQ5KQ | PNFDY | 1.33% | $116,460,583 |
| CREST VITAL | ATLAS PRIME | ULPQ8BX42 | WAFRG | 6.84% | $100,597,607 |
| INSIGHT HARBOR MATRIX | OPTIMA NORTH | OR4G038UL | VZNXQ | 6.78% | $99,788,022 |
| INSIGHT PATHWAY CAPITAL | PIONEER TIMBER | P1EM9NV6F | QWQBL | 9.90% | $33,857,932 |
| QUANTUM EMBER MATRIX | BEACON GLACIER | CNS7NVKDZ | ADAK | 10.17% | $41,931,560 |
| ATLAS OAK HORIZON | RIDGE MATRIX | IGNN1XEUD | FIER | 0.85% | $95,571,770 |
| PRIME ZENITH | MOMENTUM SIGNAL | QQGHM5HB0 | WQN | 10.82% | $40,181,128 |
| MATRIX GLACIER | SUMMIT PEAK | LV6U3ZHX0 | EXMUW | 1.48% | $68,331,874 |