Assets Under Management
$280.7M
Number of Clients
739
Number of Advisors
28
Average Client AUM
$380K
AUM per Advisor
$10.0M
Compensation
Fee-Only (AUM)
Colliers Securities LLC (CS) provides investment advisory services through two main types of programs: those managed by non-affiliated investment advisers (Wrap Programs) and those managed by CS financial advisors (Non-Wrap Programs). CS offers wrap programs through Envestnet and Dana Direct. CS also provides brokerage, custody, and execution services through National Financial Services LLC.
90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402-4108