Citizens Securities, Inc. (Dedham)
Citizens Securities, Inc. Is a Large Advisory Firm Based in Dedham. It Manages $3.57 Billion of Regulatory Assets for 28,867 Client Accounts. It Has Been...
Citizens Securities, Inc. is a large advisory firm based in Dedham. It manages $3.57 billion of regulatory assets for 28,867 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Citizens Securities provides portfolio management for individuals and small businesses, selection of other advisers, and participate in wrap fee program. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Citizens Securities: assets under management
The assets under management (AUM) of Citizens Securities, Inc. is $3.57 billion. The company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.
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