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FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777 · SEC 801-79917
8540 COLONNADE CENTER DRIVE, RALEIGH, NC, 27615, United States
Phone
800-229-0205
Fax
919-716-2230
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$465.1M
Discretionary AUM
$435.1M
Team
58 total employees; 32 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsADVISER TO MUNICIPALITIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1184 | $292.4M |
| High net worth individuals | 62 | $90.8M |
| Charitable organizations | 2 | $564K |
| State/municipal entities | 6 | $77.4M |
| Corporations/business entities | 9 | $3.8M |
States served
AL, AR, GA, IN, KS, NC, OH, SC, TN, VA, WY, MO, TX, CT
All web addresses on file
Official SEC filing: View on IAPD