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).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    515
    ACCOUNTS
  • Average Account Value
    $377,773
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, TX

Financial Advisors at Citrine Capital
Showing 1 - 5 of 5 top financial advisors.
1
Ryan S. Cole
CRD#: 6062869
535 Mission St, 14th Floor, San Francisco, CA 94105

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.

2
Jirayr R. Kembikian
CRD#: 5930493
535 Mission St, 14th Floor, San Francisco, CA 94105

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.

3
Nicholas Loeffelman
CRD#: 7489058
Huntington Beach, CA

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.

4
Samantha Mockford
CRD#: 7715345
Sacramento, CA

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.

5
Kiersten A. Peshek
CRD#: 7390853
535 Mission St, 14th Floor, San Francisco, CA 94105

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.

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