12325 Port Grace Blvd.
La Vista, Nebraska 68128-8204
Tel: 402-399-9111
SECURITIES AMERICA ADVISORS, INC, formally registered with the SEC as SECURITIES AMERICA ADVISORS, INC. The firm was established in 01/25/1994. They have over 1470 offices throughout the country.
SECURITIES AMERICA ADVISORS, INC. is a La Vista, Nebraska based Financial Planning firm with nearly $38,163,842,160 assets under management, offering retirement planning & investment advisory services to 200228 clients. The firm is staffed with 3748 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 110518 |
SEC# | 801-45628 |
Assets Managed by Firm | $38,163,842,160 |
No. of Clients | 200228 |
No. of Advisors | 3748 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 200228 | $38,163,842,160 |
Individuals (other than high net worth individuals) | 121456 | $24,251,345,227 |
High net worth individuals | 6642 | $12,411,858,761 |
Pension and profit sharing plans | 688 | $555,081,557 |
Charitable organizations | 5 | $937,155 |
Corporations or other businesses | 821 | $944,619,460 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,283,016,878 | 176366 | 326 | |
$23,108,472,280 | 1823 | 50 | |
$19,943,561,186 | 96956 | 1111 | |
$8,534,798,484 | 35218 | 592 | |
$7,549,835,558 | 2277 | 75 |
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