Overview
Assets Under Management: $281 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 42
Average Client Assets: $2 million
Frequently Asked Questions
COLLIERS SECURITIES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #7477), COLLIERS SECURITIES LLC is subject to fiduciary duty under federal law.
COLLIERS SECURITIES LLC is headquartered in MINNEAPOLIS, MN.
COLLIERS SECURITIES LLC serves 42 high-net-worth clients according to their SEC filing dated June 25, 2025. View client details ↓
According to their SEC Form ADV, COLLIERS SECURITIES LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
COLLIERS SECURITIES LLC manages $281 million in client assets according to their SEC filing dated June 25, 2025.
According to their SEC Form ADV, COLLIERS SECURITIES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,016
Discretionary Accounts: 69
Non-Discretionary Accounts: 947
Regulatory Filings
CRD Number: 7477
Filing ID: 1999690
Last Filing Date: 2025-06-25 16:36:00
Website: https://colliers.com