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COLLIERS SECURITIES LLC

CRD 7477 · SEC 801-80233

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90 SOUTH SEVENTH STREET, SUITE 4300, MINNEAPOLIS, MN, 55402-4108, United States

Phone

612-376-4000

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$329.6M

Discretionary AUM

$79.0M

Team

120 total employees; 18 advisory reps; 820 broker-dealer reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Portfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals735$173.1M
High net worth individuals76$100.7M
Charitable organizations5$47.0M

States served

AZ, CA, CO, IL, IA, MN, NE, NY, ND, OR, TN, WI, TX, FL, SD

All web addresses on file

Official SEC filing: View on IAPD