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| Happy Holidays!! thanks for using AUM13F!! |
| First Citizens Investor Services Inc
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| CRD # | 44430 |
| SEC # | 801-57302 |
| CIK # | 0001051487 |
| AUM | $2.1 B (2025-03-29) |
| Employees | 322 (46% Investors, 100% Brokers) |
| Phone | 800-229-0205 |
| Address | 8540 Colonnade Center Drive Raleigh, NC 27615-3052 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,174 | 1.4 |
| (b) Individuals (high net worth individuals) | 461 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 14 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 56 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,706 | 2.1 |
| By Discretionary | ||
| Discretionary | 6,676 | 2.1 |
| Non-Discretionary | 30 | 0.0 |
| Total | 6,706 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 6,706 | 2.1 |
| Related Firms | State | AUM ($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 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westfuller Advisors LLC
✚
|
NY | 2.1 |
|
Ellevest Inc
✚
|
NY | 2.1 |
|
JB Capital LLC
✚
|
CT | 2.1 |
|
Oxbow Advisors LLC
✚
|
TX | 2.1 |
|
Vestor Capital LLC
✚
|
IL | 2.1 |
|
Hub Investment Advisors Inc
✚
|
NE | 2.1 |
|
Verus Capital Partners LLC
✚
|
AZ | 2.1 |
|
Howe and Rusling Inc
✚
|
NY | 2.0 |
|
The Forum Finance Group Sa
✚
|
2.0 | |
|
Smith Anglin Financial LLC
✚
|
TX | 2.0 |