Citrine Capital, LLC

Citrine Capital, LLC (CRD# 171735) is a financial advisory firm headquartered in San Francisco, CA. They manage $6,500,000 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $46,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Citrine Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jirayr R. Kembikian
CRD#: 5930493
1018 Tennessee Street, San Francisco, CA 94107
103
Wealthminder
score

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.

2
Ryan S. Cole
CRD#: 6062869
535 Mission Street, San Francisco, CA 94107
100
Wealthminder
score

Ryan Cole (CRD# 6062869) is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER™ working at Citrine Capital, LLC in San Francisco, CA. Ryan has over 4 years of experience in the finance industry.

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