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Citizens Securities Inc
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CRD # | 39550 |
SEC # | 801-61902 |
CIK # | |
AUM | $7.3 BB (2024-03-15) |
Employees | 613 (62% Investors, 100% Brokers) |
Phone | 800-942-8300 |
Address | One Citizens Bank Way Johnston, RI 02043 |
Source | [IAPD] [Website] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 47,048 | 7.2 |
(b) Individuals (high net worth individuals) | 5 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 169 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 47,222 | 7.3 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 47,222 | 7.3 |
Total | 47,222 | 7.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 7.3 | |
Total | 47,222 | 7.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
CSM Advisors LLC
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PA | 7.5 |
Strategic Capital Allocation Group LLC
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|
MA | 7.5 |
CornerStone Advisors Asset Management LLC
✚
|
PA | 7.4 |
Kestra Private Wealth Services LLC
✚
|
TX | 7.3 |
Kornitzer Capital Management Inc
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|
KS | 7.2 |
Homestead Advisers Corp
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|
VA | 7.2 |
Confluence Investment Management LLC
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|
MO | 7.2 |
DSM Capital Partners LLC
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|
FL | 7.1 |
Sarofim Trust Co
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|
TX | 7.1 |
Orgel Wealth Management LLC
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|
WI | 7.1 |