|
⚲
|
| TD Ameritrade Investment Management LLC
✚
|
|
|---|---|
| CRD # | 111514 |
| SEC # | 801-55501 |
| CIK # | 0001568219, 0001461539 |
| AUM | $15.8 BB (2023-03-31) |
| Employees | 20 (60% Investors, 60% Brokers) |
| Phone | 800-669-3900 |
| Address | 200 South 108th Avenue Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93,721 | 11.5 |
| (b) Individuals (high net worth individuals) | 7,793 | 4.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 86 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 275 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 101,875 | 15.8 |
| By Discretionary | ||
| Discretionary | 101,875 | 15.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 101,875 | 15.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.8 | |
| Total | 101,875 | 15.8 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001461539] | |
| 13F-HR | [0001568219] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Government Portfolio Advisors LLC
✚
|
OR | 16.7 |
|
Fund Evaluation Group LLC
✚
|
OH | 16.6 |
|
Comprehensive Financial Management LLC
✚
|
CA | 16.6 |
|
Johnson Investment Counsel Inc
✚
|
OH | 16.3 |
|
Stancorp Investment Advisers Inc
✚
|
OR | 16.2 |
|
Ardea Investment Management PTY Limited
✚
|
16.1 | |
|
Lincoln Investment Planning LLC
✚
|
PA | 15.4 |
|
Sage Advisory Services Ltd Co
✚
|
TX | 15.3 |
|
Belle Haven Investments LP
✚
|
NY | 15.3 |
|
IDFC Asset Management Company Limited
✚
|
15.1 |