|
⚲
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| Cetera Advisors LLC
✚
| |
|---|---|
| CRD # | 10299 |
| SEC # | 801-33020 |
| CIK # | 0001534400 |
| AUM | $22.0 BB (2024-03-28) |
| Employees | 1,047 (90% Investors, 99% Brokers) |
| Phone | 800-929-3485 |
| Address | 5299 Dtc Blvd Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65,550 | 9.7 |
| (b) Individuals (high net worth individuals) | 23,348 | 10.7 |
| (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 | 134 | 0.3 |
| (h) Charitable organizations | 294 | 0.2 |
| (i) State or municipal government entities | 8 | 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 | 415 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 90,646 | 21.2 |
| By Discretionary | ||
| Discretionary | 79,397 | 18.1 |
| Non-Discretionary | 11,249 | 3.1 |
| Total | 90,646 | 21.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.2 | |
| Total | 90,646 | 21.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001534400] |
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|---|---|---|
|
Prime Capital Investment Advisors LLC
✚
|
KS | 24.4 |
|
Marquette Associates Inc
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IL | 23.0 |
|
Clearstead Advisors LLC
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OH | 22.4 |
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CA | 22.3 |
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Sanctuary Advisors LLC
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IN | 22.0 |
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Wellth Advisory Services LLC
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Eagle Strategies LLC
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NY | 20.4 |
|
Matson Money Inc
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OH | 19.6 |
|
Allworth Financial LP
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|
CA | 19.3 |
|
Woodbury Financial Services Inc
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MN | 19.3 |