Citrine Capital, a reputable investment advisory firm headquartered in San Francisco, CA, boasts a solid presence in the financial market with a network of five offices. With a total staff of seven, including four dedicated investment advisors, the firm demonstrates a commitment to providing exceptional advisory services to its clients.
With an impressive average of approximately $41,870,000 in assets under management per investment advisor, Citrine Capital has established itself as a trusted partner in managing clients' financial portfolios. Their compensation structure offers various options, such as a percentage of assets und...
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Assets Under Mgmt
$167.5M
Investment Professionals
4
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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