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| Happy Holidays!! thanks for using AUM13F!! |
| Santander Securities LLC
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| CRD # | 41791 |
| SEC # | 801-56796 |
| CIK # | 0000931371 |
| AUM | $2.6 B (2025-07-29) |
| Employees | 440 (23% Investors, 90% Brokers) |
| Phone | 866-736-6475 |
| Address | 75 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amazon Com Inc | 0.3 | ||
| Apple Inc | 0.2 | ||
| Bank of America Corp /DE/ | 0.2 | ||
| Cemex SAB de CV | 0.1 | ||
| Deutsche Bank Aktiengesellschaft | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| American Tower Corp /MA/ | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Biogen IDEC Inc | 0.0 | ||
| Adobe Systems Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,099 | 2.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 3 | 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 | 46 | 0.0 |
| (n) Other | 253 | 0.2 |
| Total | 10,401 | 2.6 |
| By Discretionary | ||
| Discretionary | 10,401 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,401 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 10,401 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000931371] |
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|---|---|---|
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Monograph Wealth Advisors LLC
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CA | 2.6 |
|
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VA | 2.6 |
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Urban Investment Advisors Inc
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CA | 2.6 |
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Mariner Institutional LLC
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FL | 2.5 |
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Compass Capital Management Inc
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MN | 2.5 |
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McKinley Carter Wealth Services Inc
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WV | 2.5 |
|
Parcion Private Wealth LLC
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WA | 2.5 |
|
Dundas Partners LLP
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|
2.5 | |
|
SJS Investment Consulting Inc
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|
OH | 2.5 |
|
Norris Perne & French LLP
✚
|
MI | 2.5 |