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| Securities America Advisors Inc
✚
| |
|---|---|
| CRD # | 110518 |
| SEC # | 801-45628 |
| CIK # | 0001056102 |
| AUM | $40.4 BB (2024-03-28) |
| Employees | 3,748 (57% Investors, 68% Brokers) |
| Phone | 402-399-9111 |
| Address | 12325 Port Grace Blvd La Vista, NE 68128-8204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 1.2 | |
| NVDA | 399.6 | 0.9 | |
| MSFT | 1,918.2 | 0.9 | |
| AMZN | 1,093.0 | 0.5 | |
| GOOGL | 1,475.1 | 0.3 | |
| GOOG | 1,482.6 | 0.2 | |
| META | 434.9 | 0.2 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 - 2024 |
|---|---|---|
| 13F-NT | [0001056102] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mawer Investment Management Ltd
✚
|
49.6 | |
|
Mercer Global Advisors Inc
✚
|
CO | 45.4 |
|
Avantax Advisory Services Inc
✚
|
TX | 41.7 |
|
Citigroup Global Markets Inc
✚
|
NY | 40.5 |
|
World Investment Advisors LLC
✚
|
CA | 37.8 |
|
Moneta Group Investment Advisors LLC
✚
|
MO | 37.5 |
|
Osaic FA Inc
✚
|
IN | 37.1 |
|
Chevy Chase Trust Company
✚
|
MD | 36.0 |
|
Voya Investment Management LLC
✚
|
GA | 33.8 |
|
Private Advisor Group LLC
✚
|
NJ | 31.5 |