AdvisorOS Directory
Claim Profile
Unclaimed Profile
JC

Jonathan David Citrin

THE CITRIN GROUP, LLC·BIRMINGHAM, Michigan
Clean recordTHE CITRIN GROUP, LLC
280 N OLD WOODWARD, BIRMINGHAM, MI 48009CRD# 4218399Firm CRD# 131314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan David Citrin · BIRMINGHAM, MI
Registration
CRD #4218399 · THE CITRIN GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan David Citrin is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with THE CITRIN GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
THE CITRIN GROUP, LLC
CITRINGROUP
AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE CITRIN GROUP, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4218399
Firm CRD# 131314
View on FINRA BrokerCheck →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Michigan or claim this profile if it's yours.

Browse BIRMINGHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jonathan David Citrin offer?
Jonathan David Citrin specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Jonathan David Citrin's credentials?
Jonathan David Citrin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan David Citrin located?
Jonathan David Citrin is based in BIRMINGHAM, Michigan, working with THE CITRIN GROUP, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Jonathan David Citrin charge for services?
Jonathan David Citrin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE CITRIN GROUP, LLC?
THE CITRIN GROUP, LLC has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THE CITRIN GROUP, LLC

James Joseph Collins
BIRMINGHAM, MI

More Advisors in BIRMINGHAM, Michigan

Brent Samuel Gillett
CIPHER CHAIN CAPITAL, LLC·BIRMINGHAM, MI
Florence Affatato
SCHECHTER INVESTMENT ADVISORS, LLC·BIRMINGHAM, MI
Jason Reed Zimmerman
SCHECHTER PRIVATE CAPITAL, LLC·BIRMINGHAM, MI
Katherine Veronica Jennings
VALSTONE PARTNERS VI, LLC·BIRMINGHAM, MI
Shana Ashley Weiss
VALSTONE PARTNERS VI, LLC·BIRMINGHAM, MI
Joshua Leeds Burrows
MFO INVESTMENTS LLC·BIRMINGHAM, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)FARMINGTON HILLS (35)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile