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How does the advisor help clients – Key Takeaways:
CITTA CAPITAL MANAGEMENT, LLC is a financial management firm that provides expert guidance to their clients. They offer a variety of financial services and cater to different client types. Their fees are competitive and they have a strong background in the financial industry.
Facts and Insights
CITTA CAPITAL MANAGEMENT, LLC was founded in 2005 and is headquartered in New York City. They currently have over $500 million in assets under management and a team of experienced advisors to assist clients in achieving their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million+ | 10+ |
Financial Services Offered
CITTA CAPITAL MANAGEMENT, LLC offers a range of financial services including wealth management, retirement planning, investment management, estate planning, tax planning and risk management. Their team of advisors has expertise in these areas and can tailor their services to meet the specific needs of each client.
Client Types
CITTA CAPITAL MANAGEMENT, LLC serves a diverse group of clients, including high net worth individuals, families, and institutions. They customize their services and strategies to fit the unique financial goals and needs of each client.
Fees & Compensation
CITTA CAPITAL MANAGEMENT, LLC charges competitive fees for their services, based on a percentage of assets under management. Their advisors do not receive commissions from the sale of financial products, ensuring that their recommendations are always in the best interest of their clients.
Background
The team at CITTA CAPITAL MANAGEMENT, LLC has a strong background in finance and investing. They have a deep understanding of the markets and use a research-driven approach to make well-informed investment decisions for their clients. They also have in-depth knowledge of tax and estate planning strategies to help clients protect and grow their wealth.
Financial Advisor Disclosures to Know
CITTA CAPITAL MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are held to a fiduciary standard, meaning they have a legal obligation to act in the best interest of their clients. This provides clients with the peace of mind that their advisors are always working for their benefit.