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| Happy Holidays!! thanks for using AUM13F!! |
| First Citizens Asset Management Inc
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|---|---|
| CRD # | 140777 |
| SEC # | 801-79917 |
| CIK # | 0001964116 |
| AUM | $167.0 M (2025-05-15) |
| Employees | 53 (62% Investors, 83% Brokers) |
| Phone | 800-229-0205 |
| Address | 8540 Colonnade Center Drive Raleigh, NC 27615 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 392 | 62.8 |
| (b) Individuals (high net worth individuals) | 4 | 5.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 7 | 97.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.8 |
| (n) Other | 1 | 0.1 |
| Total | 409 | 167.0 |
| By Discretionary | ||
| Discretionary | 409 | 167.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 409 | 167.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.0 | |
| Total | 409 | 167.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964116] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
First Citizens Investor Services Inc
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|
NC | 2.1 |
|
First Citizens Asset Management Inc
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|
NC | 0.2 |
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|---|---|---|
|
Elite Retirement Group Inc
✚
|
WI | 0.2 |
|
Winthrop Partners - WNY LLC
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|
NY | 0.2 |
|
Vincimus Capital LLC
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|
CA | 0.2 |
|
Eastsound Capital Advisors LLC
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|
0.2 | |
|
Invisor Financial LLC
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|
KS | 0.2 |
|
Montgomery Financial Services LLC
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|
MD | 0.2 |
|
Valued Retirements Inc
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|
TX | 0.2 |
|
Specialized Retirement Consultants LLC
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|
0.2 | |
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 0.2 |
|
Woloshin Investment Management LLC
✚
|
NJ | 0.2 |