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Citadel Investment Advisory Inc

● SEC registered since 2018CRD 110540SEC# 801-112507
Export (members)
Reg. AUM
$234.9M
Employees
1
Accounts
117
Location
—

Citadel Investment Advisory Inc assets under management

Citadel Investment Advisory Inc is an SEC-registered investment adviser. The firm has been registered since 2018. It reports $234.9 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Citadel Investment Advisory Inc owners & executives

1 reported
NameTitleOwnershipSince
Kurt Thomas Liedtke ControlPresident,chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Citadel Investment Advisory Inc manage?

Citadel Investment Advisory Inc reports $234.9 million in regulatory assets under management on its Form ADV.

How many employees does Citadel Investment Advisory Inc have?

Citadel Investment Advisory Inc reports 1 employees.

Does Citadel Investment Advisory Inc disclose fund performance?

Citadel Investment Advisory Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone440-942-8877
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1811907
Discloses disciplinary historyNo

Assets under management

Discretionary$234.9M
Non-discretionary$0
Total (RAUM)$234.9M