Assets Under Management
$9.2B
Number of Clients
53,044
Number of Advisors
704
Average Client AUM
$173K
AUM per Advisor
$13.1M
Compensation
Fee-Only (AUM)
Citizens Securities, Inc. (CSI) provides investment advisory services through the Managed Account Program, a TAMP comprised of two variations. The standard option is sponsored by Envestnet, and the Citizens Advisory Connect Program is sponsored by CSI and administered by SigFig. CSI does not provide legal, tax, or accounting advice.
One Citizens Bank Way, Jcb135, Johnston, RI, 02043