Overview
Assets Under Management: $40.4 billion
Headquarters: LA VISTA, NE
High-Net-Worth Clients: 8,086
Average Client Assets: $1.8 million
Frequently Asked Questions
SECURITIES AMERICA ADVISORS, INC. 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 #110518), SECURITIES AMERICA ADVISORS, INC. is subject to fiduciary duty under federal law.
SECURITIES AMERICA ADVISORS, INC. is headquartered in LA VISTA, NE.
SECURITIES AMERICA ADVISORS, INC. serves 8,086 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, SECURITIES AMERICA ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SECURITIES AMERICA ADVISORS, INC. manages $40.4 billion in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, SECURITIES AMERICA ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 8,086
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.03%
Average Client Assets: $1.8 million
Total Client Accounts: 211,150
Discretionary Accounts: 190,930
Non-Discretionary Accounts: 20,220
Regulatory Filings
CRD Number: 110518
Filing ID: 1858012
Last Filing Date: 2024-03-28 12:56:00