|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Santander Securities LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0000931371 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amazon Com Inc | 0.3 | ||
| Apple Inc | 0.2 | ||
| Bank of America Corp /DE/ | 0.2 | ||
| Cemex SAB de CV | 0.1 | ||
| Deutsche Bank Aktiengesellschaft | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| American Tower Corp /MA/ | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Biogen IDEC Inc | 0.0 | ||
| Adobe Systems Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| VISA Inc | 0.0 | ||
| Kinder Morgan Inc | 0.0 | ||
| American Electric Power Co Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Laboratory Corp of America Holdings | 0.0 | ||
| Entergy Corp /DE/ | 0.0 | ||
| Autodesk Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Paypal Holdings Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Monograph Wealth Advisors LLC
✚
|
CA | 2.6 |
|
West Financial Services Inc
✚
|
VA | 2.6 |
|
Urban Investment Advisors Inc
✚
|
CA | 2.6 |
|
Mariner Institutional LLC
✚
|
FL | 2.5 |
|
Compass Capital Management Inc
✚
|
MN | 2.5 |
|
McKinley Carter Wealth Services Inc
✚
|
WV | 2.5 |
|
Parcion Private Wealth LLC
✚
|
WA | 2.5 |
|
Dundas Partners LLP
✚
|
2.5 | |
|
SJS Investment Consulting Inc
✚
|
OH | 2.5 |
|
Norris Perne & French LLP
✚
|
MI | 2.5 |