Securities America Advisors Inc

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Assets, Funds, Holdings

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Securities America Advisors Inc
CRD #110518
SEC #801-45628
CIK #0001056102
AUM
Employees 3,748 (57% Investors, 68% Brokers)
Phone402-399-9111
Address12325 Port Grace Blvd
La Vista, NE 68128-8204
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
504030201002001200920172025
Sector Form 13F Holdings Value ($B)
Apple Inc 1.3
Microsoft Corp 0.9
Nvidia Corp 0.8
Amazon Com Inc 0.6
Facebook Inc 0.2
Alphabet Inc 0.2
Alphabet Inc 0.2
Exxon Mobil Corp 0.2
J P Morgan Chase & Co 0.2
 
 
Holdings by Sector ($B)
705642281402012201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 121,456 24.3
(b) Individuals (high net worth individuals) 6,642 12.4
(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 688 0.6
(h) Charitable organizations 5 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 821 0.9
(n) Other 0 0.0
Total 200,228 38.2
By Discretionary
Discretionary 120,649 27.7
Non-Discretionary 79,579 10.4
Total 200,228 38.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 38.2
Total 200,228 38.2
EDGAR Form CIK 2011 - 2025
13F-NT [0001056102]
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