Securus Financial Services LLC

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Assets, Funds, Holdings

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Securus Financial Services LLC
CRD #165323
SEC #801-110904
CIK #
AUM
Employees 3 (33% Investors, 0% Brokers)
Phone717-581-6500
Address454 New Holland Avenue
Lancaster, PA 17602
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
14011284562802010201420192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 237 35.5
(b) Individuals (high net worth individuals) 8 21.3
(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 23 54.9
(h) Charitable organizations 0 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 0 0.0
(n) Other 0 0.0
Total 283 111.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 283 111.7
Total 283 111.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 111.7
Total 283 111.7
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