AdvisorCensus / Financial advisors / Florida / Miami, FL / Citigroup Global Markets Inc.
Financial advisors in Miami, FL using Citigroup Global Markets Inc.
8 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name Citigroup Global Markets Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| AB2 Capital Partners LLC | Hollywood | SEC-registered investment adviser | $1 billion to $5 billion |
| Alti Wealth Management (US International), Inc. | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Angelus Investment Consulting, Inc. | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
| Brainvest Wealth Management LLC | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| Center Lake Capital Management, LLC | West Palm Beach | SEC-registered investment adviser | $25 million to $100 million |
| Global Kandor Advisors, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Mori Huston Partners | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Veltria Advisors Corp. | Miami | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Citigroup Global Markets Inc. nationwide
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