Citrine Capital
Citrine Capital (CRD# 171735) is a financial advisory firm headquartered in San Francisco, CA. They manage $194,553,309 in 515 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management195MILLION
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Total Number of Accounts515ACCOUNTS
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Average Account Value$377,773
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, GA, TX
Ryan Cole (CRD# 6062869) is an Fee Only Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER™ working at Citrine Capital, LLC in San Francisco, CA. Ryan has over 6 years of experience in the finance industry. CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jirayr Kembikian (CRD# 5930493) is an Investment Advisor Representative working at Citrine Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry. Jirayr Kembikian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nicholas Loeffelman (CRD# 7489058) is an Investment Advisor Representative working at Citrine Capital in Huntington Beach, CA and has over 2 years of experience in the finance industry.
Samantha Mockford (CRD# 7715345) is an Investment Advisor Representative working at Citrine Capital in Sacramento, CA and has 1 year of experience in the finance industry.
Kiersten Peshek (CRD# 7390853) is an Investment Advisor Representative working at Citrine Capital in San Francisco, CA and has over 2 years of experience in the finance industry.