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Home > Retirement Planners > rhode island > johnston > CITIZENS SECURITIES, INC.
CITIZENS SECURITIES, INC.
One Citizens Bank Way
Jcb135
Johnston, Rhode Island 02043
Tel: 1-800-942-8300
About CITIZENS SECURITIES, INC.
CITIZENS SECURITIES, INC, formally registered with the SEC as CITIZENS SECURITIES, INC. The firm was established in 03/27/2003. They have over 1023 offices throughout the country.
CITIZENS SECURITIES, INC. is a Johnston, Rhode Island based Financial Planning firm with nearly $9,188,004,183 assets under management, offering retirement planning & investment advisory services to 53044 clients. The firm is staffed with 418 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 39550 |
| SEC# | 801-61902 |
| Assets Managed by Firm | $9,188,004,183 |
| No. of Clients | 53044 |
| No. of Advisors | 418 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (PARTICIPATE IN WRAP FEE PROGRAM)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 53044 | $9,188,004,183 |
| Individuals (other than high net worth individuals) | 52799 | $9,012,833,412 |
| High net worth individuals | 10 | $63,905,513 |
| Corporations or other businesses | 235 | $111,265,258 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $7,825,588,486 | 19 | 70 | |
| $1,879,594,055 | 1833 | 21 | |
| $1,810,395,000 | 296 | 1 |
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