|
⚲
|
| Citizens Securities Inc
✚
| |
|---|---|
| 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) |
|---|
| 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
✚
|
PA | 7.5 |
|
Strategic Capital Allocation Group LLC
✚
|
MA | 7.5 |
|
CornerStone Advisors Asset Management LLC
✚
|
PA | 7.4 |
|
Kestra Private Wealth Services LLC
✚
|
TX | 7.3 |
|
Kornitzer Capital Management Inc
✚
|
KS | 7.2 |
|
Homestead Advisers Corp
✚
|
VA | 7.2 |
|
Confluence Investment Management LLC
✚
|
MO | 7.2 |
|
DSM Capital Partners LLC
✚
|
FL | 7.1 |
|
Sarofim Trust Co
✚
|
TX | 7.1 |
|
Orgel Wealth Management LLC
✚
|
WI | 7.1 |