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⚲
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| MML Investors Services LLC
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|
|
|---|---|
| CRD # | 10409 |
| SEC # | 801-44264 |
| CIK # | 0000701059 |
| AUM | $58.8 BB (2023-03-31) |
| Employees | 7,620 (65% Investors, 100% Brokers) |
| Phone | 413-737-8400 |
| Address | 1295 State Street Springfield, MA 01111-0001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 283,869 | 58.7 |
| (b) Individuals (high net worth individuals) | 416 | 2.8 |
| (c) Banking or thrift institutions | 1 | 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 | 1,333 | 0.7 |
| (h) Charitable organizations | 384 | 0.1 |
| (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 | 1,057 | 0.6 |
| (n) Other | 29 | 0.0 |
| Total | 287,089 | 62.9 |
| By Discretionary | ||
| Discretionary | 109,337 | 33.3 |
| Non-Discretionary | 177,752 | 29.6 |
| Total | 287,089 | 62.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 62.9 | |
| Total | 287,089 | 62.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000701059] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Janney Montgomery Scott LLC
✚
|
PA | 73.0 |
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 56.4 |
|
Rathbones Investment Management Limited
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|
54.5 | |
|
Truist Advisory Services Inc
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|
GA | 53.2 |
|
Invesco Asset Management Japan Limited
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|
49.1 | |
|
Cetera Advisor Networks LLC
✚
|
CA | 46.7 |
|
Mawer Investment Management Ltd
✚
|
46.1 | |
|
Fiducient Advisors LLC
✚
|
IL | 40.0 |
|
Securities America Advisors Inc
✚
|
NE | 38.2 |
|
Voya Investment Management LLC
✚
|
GA | 36.5 |