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| Happy Holidays!! thanks for using AUM13F!! |
| City National Securities Inc
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| CRD # | 103705 |
| SEC # | 801-71181 |
| CIK # | |
| AUM | $1.6 B (2025-04-24) |
| Employees | 78 (47% Investors, 49% Brokers) |
| Phone | 310-888-6400 |
| Address | 555 South Flower Street Los Angeles, CA 90071 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,116 | 424.2 |
| (b) Individuals (high net worth individuals) | 352 | 802.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 54 | 83.3 |
| (h) Charitable organizations | 21 | 74.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 95 | 206.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,004 | 1,591.3 |
| By Discretionary | ||
| Discretionary | 2,004 | 1,591.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,004 | 1,591.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.4 | |
| United States Persons | 1,585.0 | |
| Total | 2,004 | 1,591.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KMG Fiduciary Partners LLC
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|
OH | 1.6 |
|
Promus Capital LLC
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|
IL | 1.6 |
|
Castle Rock Advisors LLC
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|
MA | 1.6 |
|
Guidestone Advisors LLC
✚
|
TX | 1.6 |
|
Fourthought Financial Partners LLC
✚
|
FL | 1.6 |
|
Cullinan Associates Inc
✚
|
KY | 1.6 |
|
Orleans Capital Management Corp
✚
|
LA | 1.6 |
|
Ethos Financial Group LLC
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|
PA | 1.6 |
|
Wealthplan Investment Management LLC
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|
NE | 1.6 |
|
Schaper Benz & Wise Investment Counsel Inc
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|
WI | 1.6 |