The Citrin Group, LLC (Birmingham)

Name: The Citrin Group, LLC
Address: 280 N Old Woodward, Birmingham, MI, 48009
Telephone: 248-569-1100

The Citrin Group, LLC is an adviser based in Birmingham. It manages $49.37 million of regulatory assets for 251 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Michigan and Texas.

The Citrin Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. 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 Citrin Group: assets under management

The assets under management (AUM) of The Citrin Group, LLC is $49.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $196.69 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Citrin Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Citrin Group, LLC

Jonathan David Citrin has been acting as President since 1 Aug 2003. James Joseph Collins joined the executive team most recently as the Member Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan David Citrin	President	1 Aug 2003	75% - 100%	4218399
Jonathan D Goldstein	Chief compliance officer / managing director	1 Aug 2006	Other	5261404
Timothy Dennis Mrock	Chief operating officer & chief compliance officer	1 Sep 2008	Other	5903170
James Joseph Collins	Member - managing director	1 Mar 2012	Other	4041197

Based in Birmingham

The principal office where The Citrin Group, LLC performs its advisory services is located at 280 N Old Woodward, Birmingham, MI 48009, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-569-1100 or by fax 248-569-9100. The normal business hours are 9:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at www.citringroup.com.