Citistreet Advisors LLC is a large advisory firm based in Somerset. It manages $1.2 billion of regulatory assets for 30,962 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Citistreet Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Citistreet Advisors LLC is $1.2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 112% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Citistreet Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Raymond Martin has been acting as President since 1 Sep 2000. Citigroup Global Markets Holding Inc. joined the executive team most recently as the Sole Member.
The principal office where Citistreet Advisors LLC performs its advisory services is located at 400 Atrium Drive, Somerset, NJ 08873 4172 The mailing address of the firm is 1 Heritage Drive, Quincy, MA 02171. An additional office of the firm is in Lewiston, ME. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-514-2000 or by fax 732-514-2468. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.citistreetadvisors.com.