Cri Securities, Llc (St. Paul)
Cri Securities, Llc Is a Large Advisory Firm Based in St. Paul. It Manages $1.13 Billion of Regulatory Assets for 4,152 Client Accounts. It Has Been Registered...
Cri Securities, LLC is a large advisory firm based in St.Paul. It manages $1.13 billion of regulatory assets for 4,152 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 17 other states.
Cri Securities provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
Cri Securities: assets under management
The assets under management (AUM) of Cri Securities, LLC is $1.13 billion. The firm's AUM has grown by 198% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $495.97 million in discretionary accounts and $635.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $257.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $285.44 thousand.
Cri Securities has custody of $201.47 million in cash and securities for 564 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 92% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in exchange traded securities form 3% of the total invested assets.
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