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COLLIERS SECURITIES LLC
90 South Seventh Street
Suite 4300
Minneapolis, Minnesota 55402-4108
Tel: 612-376-4000
About COLLIERS SECURITIES LLC
COLLIERS SECURITIES LLC, formally registered with the SEC as COLLIERS SECURITIES LLC. The firm was established in 09/25/2014. They have over 8 offices throughout the country.
COLLIERS SECURITIES LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $262,622,768 assets under management, offering retirement planning & investment advisory services to 1055 clients. The firm is staffed with 124 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 7477 |
| SEC# | 801-80233 |
| Assets Managed by Firm | $262,622,768 |
| No. of Clients | 1055 |
| No. of Advisors | 124 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1055 | $262,622,768 |
| Individuals (other than high net worth individuals) | 737 | $142,726,453 |
| High net worth individuals | 47 | $91,212,273 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,319,122 |
| Charitable organizations | Fewer than 5 clients | $20,497,483 |
| Corporations or other businesses | Fewer than 5 clients | $6,867,437 |
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