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| Concourse Financial Group Securities Inc
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| |
|---|---|
| CRD # | 15708 |
| SEC # | 801-56010 |
| CIK # | 0000752798 |
| AUM | $4.4 BB (2024-06-24) |
| Employees | 885 (64% Investors, 64% Brokers) |
| Phone | 800-288-3035 |
| Address | 2801 Highway 280 South Birmingham, AL 35223 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| 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 | |
| GOOGL | 1,475.1 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,586 | 3.2 |
| (b) Individuals (high net worth individuals) | 1,160 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 0.0 |
| (h) Charitable organizations | 5 | 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 | 40 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20,957 | 4.4 |
| By Discretionary | ||
| Discretionary | 15,835 | 3.0 |
| Non-Discretionary | 5,122 | 1.4 |
| Total | 20,957 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 20,957 | 4.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000752798] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Osaic FS Inc
✚
|
IN | 4.5 |
|
Todd Asset Management LLC
✚
|
KY | 4.5 |
|
Pension Consultants Inc
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|
MO | 4.4 |
|
Alesco Advisors LLC
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|
NY | 4.4 |
|
Veratis Advisors Inc
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|
NC | 4.4 |
|
Procourse Fiduciary Advisors LLC
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|
IN | 4.4 |
|
Baker Tilly Wealth Management LLC
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|
WI | 4.4 |
|
Level Four Advisory Services LLC
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|
TX | 4.3 |
|
Beacon Capital Management Inc
✚
|
OH | 4.3 |
|
Linscomb & Williams Inc
✚
|
TX | 4.3 |