CITIZENS INVESTMENT ADVISORS
CRD #112738 SEC #801-60253 JOHNSTON, RI 1-800-942-8300
SEC Registered
Total AUM
--
Discretionary
--
Employees
0
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $234.5M | $234.5M | $0 | 5 | 1 |
| Apr 2020 | $241M | $241M | $0 | 5 | 1 |
| Mar 2020 | $241M | $241M | $0 | 5 | 1 |
| Mar 2019 | $216.9M | $216.9M | $0 | 5 | 1 |
| Feb 2019 | $237.8M | $237.8M | $0 | 5 | 1 |
| Aug 2018 | $237.8M | $237.8M | $0 | 5 | 1 |
| Mar 2018 | $237.8M | $237.8M | $0 | 5 | 1 |
| Aug 2017 | $247.8M | $247.8M | $0 | 4 | 1 |
| Mar 2017 | $247.8M | $247.8M | $0 | 4 | 1 |
| Apr 2016 | $240.7M | $240.7M | $0 | 4 | 1 |
| Mar 2016 | $233M | $233M | $0 | 4 | 1 |
| Jan 2016 | $233M | $233M | $0 | 4 | 1 |
| Nov 2015 | $233M | $233M | $0 | 4 | 1 |
| Sep 2015 | $233M | $233M | $0 | 4 | 1 |
| Sep 2015 | $233M | $233M | $0 | 4 | 1 |
| Jun 2015 | $233M | $233M | $0 | 4 | 1 |
| Apr 2015 | $233M | $233M | $0 | 4 | 1 |
| Mar 2014 | $218.8M | $0 | $218.8M | 4 | 1 |
| Jan 2014 | $253M | $0 | $253M | 4 | 1 |
| Dec 2013 | $253M | $0 | $253M | 4 | 1 |
| Jul 2013 | $253M | $0 | $253M | 4 | 1 |
| Apr 2013 | $253M | $0 | $253M | 4 | 1 |
| Mar 2013 | $250M | $0 | $250M | 4 | 1 |
| Apr 2012 | $250M | $0 | $250M | 1 | 1 |
| Mar 2011 | $243M | $243M | $0 | 5 | -- |
| Mar 2009 | $182.1M | $182.1M | $0 | 5 | -- |
| Mar 2008 | $151.7M | $151.7M | $0 | 5 | -- |
| Sep 2007 | $150.9M | $150.9M | $0 | 5 | -- |
| Feb 2007 | $150.9M | $150.9M | $0 | 5 | -- |
| Feb 2006 | $153.2M | $153.2M | $0 | 5 | -- |
| Oct 2005 | $150.1M | $150.1M | $0 | 5 | -- |
| Apr 2004 | $149.7M | $149.7M | $0 | 5 | -- |
| Mar 2002 | $92.9M | $92.9M | $0 | 5 | -- |
| May 2001 | $73M | $73M | $0 | 5 | -- |
DateMar 2021
Total AUM$234.5M
Discretionary$234.5M
Non-Disc.$0
Employees5
Clients1
DateApr 2020
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees5
Clients1
DateMar 2020
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees5
Clients1
DateFeb 2019
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees5
Clients1
DateAug 2018
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees5
Clients1
DateMar 2018
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees5
Clients1
DateAug 2017
Total AUM$247.8M
Discretionary$247.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$247.8M
Discretionary$247.8M
Non-Disc.$0
Employees4
Clients1
DateApr 2016
Total AUM$240.7M
Discretionary$240.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees4
Clients1
DateJan 2016
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees4
Clients1
DateNov 2015
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees4
Clients1
DateSep 2015
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees4
Clients1
DateSep 2015
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees4
Clients1
DateJun 2015
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees4
Clients1
DateApr 2015
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees4
Clients1
DateMar 2014
Total AUM$218.8M
Discretionary$0
Non-Disc.$218.8M
Employees4
Clients1
DateJan 2014
Total AUM$253M
Discretionary$0
Non-Disc.$253M
Employees4
Clients1
DateDec 2013
Total AUM$253M
Discretionary$0
Non-Disc.$253M
Employees4
Clients1
DateJul 2013
Total AUM$253M
Discretionary$0
Non-Disc.$253M
Employees4
Clients1
DateApr 2013
Total AUM$253M
Discretionary$0
Non-Disc.$253M
Employees4
Clients1
DateMar 2013
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees4
Clients1
DateApr 2012
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees1
Clients1
DateMar 2011
Total AUM$243M
Discretionary$243M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$182.1M
Discretionary$182.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--