Mid-Atlantic Securities Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Mid-Atlantic Securities Inc ✚
CRD #	18836
SEC #	801-112068
CIK #
AUM
Employees	25 (80% Investors, 80% Brokers)
Phone	919-783-7787
Address	4001 Barrett Drive Raleigh, NC 27609
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	620	135.7
(b) Individuals (high net worth individuals)	288	216.1
(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	27	15.9
(h) Charitable organizations	0	0.9
(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	12	11.6
(n) Other	0	0.0
Total	949	380.2
By Discretionary
Discretionary	483	208.5
Non-Discretionary	466	171.7
Total	949	380.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		380.2
Total	949	380.2

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