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| Concourse Financial Group Securities Inc
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| CRD # | 15708 |
| SEC # | 801-56010 |
| CIK # | 0000752798 |
| AUM | $4.4 B (2024-10-28) |
| Employees | 885 (64% Investors, 64% Brokers) |
| Phone | 800-288-3035 |
| Address | 2801 Highway 280 South Birmingham, AL 35223 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000752798 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| 10X Genomics Inc | 0.0 | ||
| 111 Inc | 0.0 | ||
| 17 Education & Technology Group Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 - 2025 |
|---|---|---|
| 13F-HR | [0000752798] |
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