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Ani Atnos

8 Years of Experience
Beverly Hills, CA
Broker

Ani Atnos is a registered investment advisor at Citigroup Global Markets INC., based in Beverly Hills, CA, with 8 years of industry experience. Ani operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

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Location

CWM Retail, Sales, 9401 Wilshire Blvd., Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ani provides in-home supportive services, offering care for the disabled, including helping her father with activities like cleaning, grocery shopping, and cooking. This takes about half of her time.

Employment History
Current Registrations
Citigroup Global Markets INC.
May 2020 - Present · 6 yrs
Citigroup Global Markets INC.Broker
November 2017 - Present · 8 yrs 6 mos
State Registrations3 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.