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| Happy Holidays!! thanks for using AUM13F!! |
| Citizens Securities Inc
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| CRD # | 39550 |
| SEC # | 801-61902 |
| CIK # | |
| AUM | $9.2 B (2025-06-23) |
| Employees | 418 (96% Investors, 96% Brokers) |
| Phone | 800-942-8300 |
| Address | One Citizens Bank Way Johnston, RI 02043 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52,799 | 9.0 |
| (b) Individuals (high net worth individuals) | 10 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 235 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 53,044 | 9.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 53,044 | 9.2 |
| Total | 53,044 | 9.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.2 | |
| Total | 53,044 | 9.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hyperion Asset Management Limited
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|
9.4 | |
|
Gateway Investment Advisers LLC
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|
OH | 9.4 |
|
Shepherd Kaplan LLC
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|
MA | 9.4 |
|
Bartlett & Co Wealth Management LLC
✚
|
OH | 9.4 |
|
Fifth Third Securities Inc
✚
|
OH | 9.1 |
|
Johnson Wealth Inc
✚
|
WI | 9.1 |
|
Conrad Siegel Investment Advisors Inc
✚
|
PA | 9.0 |
|
Forum Financial Management LP
✚
|
IL | 9.0 |
|
Ferguson Wellman Capital Management Inc
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|
OR | 9.0 |
|
Parallel Advisors LLC
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|
CA | 8.7 |