AdvisorCensus / Financial advisors / Illinois / Chicago, IL / Citibank, N.A.
Financial advisors in Chicago, IL using Citibank, N.A.
4 SEC-registered investment advisory firms headquartered in the Chicago, IL metro area name Citibank, N.A. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Duff & Phelps Investment Management Co. | Chicago | SEC-registered investment adviser | Over $5 billion |
| L&G - Asset Management, America | Chicago | SEC-registered investment adviser | Over $5 billion |
| Oasis Investment Strategies LLC | Chicago | SEC-registered investment adviser | Over $5 billion |
| PPM America Inc | Chicago | SEC-registered investment adviser | Over $5 billion |
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. Citibank, N.A. nationwide
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AdvisorCensus. Financial advisors in Chicago, IL using Citibank, N.A.. https://advisorcensus.com/advisors/il/chicago/custodians/citibank https://advisorcensus.com/advisors/il/chicago/custodians/citibank