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Commonwealth Equity Services LLC
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CRD # | 8032 |
SEC # | 801-41541 |
CIK # | 0000312272, 0001333978 |
AUM | $177.0 BB (2024-07-01) |
Employees | 4,500 (67% Investors, 66% Brokers) |
Phone | 781-736-0700 |
Address | 29 Sawyer Road Waltham, MA 02453-3483 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.0 | |
MSFT | 1,918.2 | 0.0 | |
NVDA | 399.6 | 0.0 | |
AMZN | 1,093.0 | 0.0 | |
JPM | 340.2 | 0.0 | |
GOOGL | 1,475.1 | 0.0 | |
DIS | 174.7 | 0.0 | |
GOOG | 1,482.6 | 0.0 | |
COST | 207.6 | 0.0 | |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 333,649 | 86.7 |
(b) Individuals (high net worth individuals) | 35,520 | 81.3 |
(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 | 1,448 | 1.7 |
(h) Charitable organizations | 455 | 0.9 |
(i) State or municipal government entities | 293 | 2.7 |
(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 | 2,669 | 3.7 |
(n) Other | 0 | 0.0 |
Total | 623,075 | 177.0 |
By Discretionary | ||
Discretionary | 601,814 | 171.3 |
Non-Discretionary | 21,261 | 5.7 |
Total | 623,075 | 177.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 176.7 | |
Total | 623,075 | 177.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0000312272] | |
SC 13G | [0000312272] | |
13F-HR | [0001333978] | |
SC 13G | [0001333978] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Voya Investment Management Co LLC
✚
|
NY | 241.8 |
First Trust Advisors LP
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|
IL | 210.9 |
Nissay Asset Management Corporation
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|
206.7 | |
SageView Advisory Group LLC
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CA | 202.6 |
RBC Capital Markets LLC
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|
NY | 201.3 |
Corient Private Wealth LLC
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|
FL | 118.2 |
Invesco Asset Management Ltd
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|
107.4 | |
Cetera Investment Advisers LLC
✚
|
IL | 104.5 |
Record Currency Management Limited
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|
101.9 | |
Osaic Wealth Inc
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|
AZ | 94.6 |