1450 American Lane
6th Floor, Suite 650
Schaumburg, Illinois 60173-2096
Tel: 310-257-7880
CETERA INVESTMENT ADVISERS LLC, formally registered with the SEC as CETERA INVESTMENT ADVISERS LLC. The firm was established in 01/13/1984. They have over 1615 offices throughout the country.
CETERA INVESTMENT ADVISERS LLC is a Schaumburg, Illinois based Financial Planning firm with nearly $104,468,595,111 assets under management, offering retirement planning & investment advisory services to 423554 clients. The firm is staffed with 6648 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105644 |
SEC# | 801-20406 |
Assets Managed by Firm | $104,468,595,111 |
No. of Clients | 423554 |
No. of Advisors | 6648 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 423554 | $104,468,595,111 |
Individuals (other than high net worth individuals) | 334765 | $64,092,690,236 |
High net worth individuals | 81261 | $35,769,686,568 |
Pension and profit sharing plans | 3980 | $1,394,822,272 |
Charitable organizations | 1550 | $934,694,124 |
Corporations or other businesses | 1958 | $2,234,442,714 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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