Citizens Securities Inc

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Assets, Funds, Holdings

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Citizens Securities Inc
CRD #39550
SEC #801-61902
CIK #
AUM $7.3 BB (2024-03-15)
Employees 613 (62% Investors, 100% Brokers)
Phone800-942-8300
AddressOne Citizens Bank Way
Johnston, RI 02043
Source [IAPD] [Website]
Total AUM ($BB)
30241812602002200920172025
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
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PA 7.5
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MA 7.5
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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
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