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BNY Mellon Securities Corporation
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CRD # | 231 |
SEC # | 801-54739 |
CIK # | 0000732858 |
AUM | $5.3 BB (2023-03-29) |
Employees | 320 (31% Investors, 77% Brokers) |
Phone | 212-635-8827 |
Address | 240 Greenwich Street New York, NY 10286-0001 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 21.6 | |
AAPL | 2,382.8 | 21.4 | |
AMZN | 1,093.0 | 7.7 | |
NVDA | 399.6 | 6.0 | |
GOOGL | 1,475.1 | 5.8 | |
GOOG | 1,482.6 | 5.6 | |
XOM | 385.5 | 5.4 | |
MA | 309.6 | 4.3 | |
TSLA | 723.4 | 4.1 | |
JPM | 340.2 | 4.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 3,071 | 0.7 |
(b) Individuals (high net worth individuals) | 119 | 0.2 |
(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 | 4 | 0.0 |
(h) Charitable organizations | 26 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 569 | 0.3 |
(n) Other | 5 | 4.1 |
Total | 3,794 | 5.3 |
By Discretionary | ||
Discretionary | 1,559 | 0.6 |
Non-Discretionary | 2,235 | 4.7 |
Total | 3,794 | 5.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 5.3 | |
Total | 3,794 | 5.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0000732858] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Nicholas Hoffman & Company LLC
✚
|
GA | 5.5 |
Avantax Planning Partners Inc
✚
|
IA | 5.5 |
Mutual Advisors LLC
✚
|
WY | 5.3 |
Clear Investment Research LLC
✚
|
GA | 5.2 |
Saturna Capital Corporation
✚
|
WA | 5.2 |
Congress Wealth Management LLC
✚
|
MA | 5.1 |
Kore Private Wealth LLC
✚
|
NY | 5.1 |
Foyston Gordon & Payne Inc
✚
|
5.1 | |
Wipfli Financial Advisors LLC
✚
|
WI | 5.1 |
Turim 21 Investimentos LTDA
✚
|
5.1 |