|
⚲
|
| Securities America Advisors Inc
✚
|
|
|---|---|
| CRD # | 110518 |
| SEC # | 801-45628 |
| CIK # | 0001056102 |
| AUM | $38.2 BB (2023-03-31) |
| Employees | 4,143 (57% Investors, 66% Brokers) |
| Phone | 402-399-9111 |
| Address | 12325 Port Grace Blvd La Vista, NE 68128-8204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 1.5 | |
| MSFT | 1,918.2 | 0.8 | |
| AMZN | 1,093.0 | 0.5 | |
| NVDA | 399.6 | 0.3 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120,368 | 26.6 |
| (b) Individuals (high net worth individuals) | 8,958 | 17.1 |
| (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 | 787 | 0.6 |
| (h) Charitable organizations | 68 | 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 | 797 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 211,800 | 45.4 |
| By Discretionary | ||
| Discretionary | 155,567 | 38.0 |
| Non-Discretionary | 56,233 | 7.4 |
| Total | 211,800 | 45.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.4 | |
| Total | 211,800 | 45.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001056102] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fiducient Advisors LLC
✚
|
IL | 40.0 |
|
Voya Investment Management LLC
✚
|
GA | 36.5 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
35.6 | |
|
Mercer Global Advisors Inc
✚
|
CO | 35.1 |
|
Citigroup Global Markets Inc
✚
|
NY | 34.9 |
|
Cetera Investment Advisers LLC
✚
|
IL | 33.4 |
|
Lincoln Financial Advisors Corporation
✚
|
IN | 32.6 |
|
Chevy Chase Trust Company
✚
|
MD | 32.0 |
|
Avantax Advisory Services Inc
✚
|
TX | 31.0 |
|
Moneta Group Investment Advisors LLC
✚
|
MO | 30.7 |