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COLLIERS SECURITIES LLC
CRD 7477 · SEC 801-80233
90 SOUTH SEVENTH STREET, SUITE 4300, MINNEAPOLIS, MN, 55402-4108, United States
Phone
612-376-4000
Fax
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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
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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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 735 | $173.1M |
| High net worth individuals | 76 | $100.7M |
| Charitable organizations | 5 | $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