|
⚲
|
| Ameriprise Financial Services LLC
✚
|
|
|---|---|
| CRD # | 6363 |
| SEC # | 801-28543 |
| CIK # | 0001543099, 0000049709 |
| AUM | $479.8 BB (2024-08-28) |
| Employees | 13,903 (90% Investors, 100% Brokers) |
| Phone | 612-671-3131 |
| Address | 707 2nd Avenue South Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,134,264 | 249.8 |
| (b) Individuals (high net worth individuals) | 116,610 | 219.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6,934 | 4.0 |
| (h) Charitable organizations | 2,236 | 2.4 |
| (i) State or municipal government entities | 568 | 1.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 16 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3,083 | 3.3 |
| (n) Other | 10 | 0.0 |
| Total | 2,284,921 | 479.8 |
| By Discretionary | ||
| Discretionary | 1,333,556 | 245.4 |
| Non-Discretionary | 951,365 | 234.4 |
| Total | 2,284,921 | 479.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.2 | |
| United States Persons | 475.6 | |
| Total | 2,284,921 | 479.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001543099] | |
| SC 13G | [0001543099] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Ameriprise Financial Services Inc | Morgans Hotel Group Co | [2015-02-17] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
UBS Financial Services Inc
✚
|
NJ | 702.4 |
|
LPL Financial LLC
✚
|
SC | 463.5 |
|
Envestnet Asset Management Inc
✚
|
IL | 426.1 |
|
Mitsubishi UFJ Trust and Banking Corporation
✚
|
396.4 | |
|
Raymond James Financial Services Advisors Inc
✚
|
FL | 275.4 |
|
Financial Engines Advisors LLC
✚
|
CA | 270.8 |
|
Voya Investment Management Co LLC
✚
|
NY | 241.8 |
|
First Trust Advisors LP
✚
|
IL | 210.9 |
|
Nissay Asset Management Corporation
✚
|
206.7 | |
|
SageView Advisory Group LLC
✚
|
CA | 202.6 |