CRI Securities LLC

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Assets, Funds, Holdings

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CRI Securities LLC
CRD #22589
SEC #801-62434
CIK #0000834676
AUM
Employees 269 (70% Investors, 62% Brokers)
Phone651-665-6669
Address400 Robert Street North
Stpaul, MN 55101
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
17001360102068034002003201020172024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 4,014 740.2
(b) Individuals (high net worth individuals) 1,397 876.5
(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 26 26.4
(h) Charitable organizations 5 1.3
(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 31.3
(n) Other 0 0.0
Total 4,517 1,675.6
By Discretionary
Discretionary 2,454 835.2
Non-Discretionary 2,063 840.4
Total 4,517 1,675.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,675.6
Total 4,517 1,675.6
Related Firms State AUM ($B)
CRI Securities LLC
MN 0.0
Securian Financial Services Inc
MN 0.0
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