Overview
Assets Under Management: $2.4 billion
Headquarters: DETROIT, MI
High-Net-Worth Clients: 1,251
Average Client Assets: $1.0 million
Frequently Asked Questions
COMERICA SECURITIES 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 #17079), COMERICA SECURITIES is subject to fiduciary duty under federal law.
COMERICA SECURITIES is headquartered in DETROIT, MI.
COMERICA SECURITIES serves 1,251 high-net-worth clients according to their SEC filing dated November 06, 2023. View client details ↓
According to their SEC Form ADV, COMERICA SECURITIES offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
COMERICA SECURITIES manages $2.4 billion in client assets according to their SEC filing dated November 06, 2023.
According to their SEC Form ADV, COMERICA SECURITIES serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.56%
Average Client Assets: $1.0 million
Total Client Accounts: 4,527
Discretionary Accounts: 4,401
Non-Discretionary Accounts: 126
Regulatory Filings
CRD Number: 17079
Filing ID: 1797920
Last Filing Date: 2023-11-06 15:57:00