TD Ameritrade Investment Management LLC

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Assets, Funds, Holdings

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TD Ameritrade Investment Management LLC
CRD #111514
SEC #801-55501
CIK #0000277841, 0001568219, 0001461539
AUM
Employees 20 (60% Investors, 60% Brokers)
Phone800-669-3900
Address200 South 108th Avenue
Omaha, NE 68154
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($B)
25201510501999200720152024
Sector Form 13F Holdings Value ($B)
ABB Ltd 0.0
AES Corp 0.0
AT&T Inc 0.0
Abbott Laboratories 0.0
AbbVie Inc 0.0
Advanced Micro Devices Inc 0.0
Agilent Technologies Inc 0.0
Akamai Technologies Inc 0.0
Allegheny Technologies Inc 0.0
Alliance Data Systems Corp 0.0
View All
Holdings by Sector ($B)
151296302011201520192024
AUM Breakdown Accounts AUM ($B)
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 Partners2011 - 2025
New York State and Local Retirement System
EDGAR Form CIK 2011 - 2025
13F-HR [0001461539]
13F-HR [0001568219]
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