|
⚲
|
| Comerica Securities Inc
✚
| |
|---|---|
| CRD # | 17079 |
| SEC # | 801-64897 |
| CIK # | 0001399248, 0000781875 |
| AUM | $2.4 BB (2023-11-06) |
| Employees | 211 (59% Investors, 85% Brokers) |
| Phone | 800-232-6983 |
| Address | 411 West Lafayette Blvd Detroit, MI 48226 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,132 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,251 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 124 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,527 | 2.4 |
| By Discretionary | ||
| Discretionary | 4,401 | 2.3 |
| Non-Discretionary | 126 | 0.1 |
| Total | 4,527 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 2.2 | |
| Total | 4,527 | 2.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000781875] | |
| 13F-HR | [0001399248] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Chesley Taft & Associates LLC
✚
|
IL | 2.4 |
|
London and Capital Wealth Advisers Ltd
✚
|
2.4 | |
|
Cincinnati Asset Management Inc
✚
|
OH | 2.4 |
|
Birch Hill Investment Advisors LLC
✚
|
MA | 2.4 |
|
Obermeyer Wood Investment Counsel LLLP
✚
|
CO | 2.4 |
|
CX Institutional LLC
✚
|
IN | 2.4 |
|
Emerald Advisers LLC
✚
|
PA | 2.4 |
|
Meritage Portfolio Management Inc
✚
|
KS | 2.4 |
|
HS Management Partners LLC
✚
|
NY | 2.4 |
|
Efficient Advisors LLC
✚
|
OH | 2.4 |