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Home > Retirement Planners > rhode island > johnston > CITIZENS SECURITIES, INC.
CITIZENS SECURITIES, INC.
One Citizens Bank Way
Jcb135
Johnston, Rhode Island 2043
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 1060 offices throughout the country.
CITIZENS SECURITIES, INC. is a Johnston, Rhode Island based Financial Planning firm with nearly $6,960,227,088 assets under management, offering retirement planning & investment advisory services to 47802 clients. The firm is staffed with 613 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 39550 |
| SEC# | 801-61902 |
| Assets Managed by Firm | $6,960,227,088 |
| No. of Clients | 47802 |
| No. of Advisors | 613 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 47802 | $6,960,227,088 |
| Individuals (other than high net worth individuals) | 47627 | $6,872,945,593 |
| High net worth individuals | 5 | $30,440,745 |
| Corporations or other businesses | 170 | $56,840,750 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $152,386,258,592 | 620 | 199 | |
| $23,513,292,817 | 37 | 165 | |
| $8,599,323,060 | 23 | 65 | |
| $1,683,043,951 | 1734 | 19 | |
| $1,364,907,841 | 1926 | 14 |
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