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Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC. CRD 6363

Ameriprise Financial Services, LLC logo

CRD: 6363

Ameriprise Financial Services, LLC

Minneapolis, MN, 55402
6126713131
www.ameriprise.com
$660.5B Total AUM
$356.3B Disc. AUM
11.6% 3Y CAGR
14,056 Employees
1,510,678 ADV. Clients
53 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
Prime
Established Date
10-24-1972
Office Locations
3,097

Office Locations

0110 SW Bancroft St. STE A Portland OR
1 Almaden Blvd STE 810 SAN Jose CA
1 Altoona PL Carriage House 1ST Floor MT Lebanon PA

About Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC provides personalized financial planning and investment advice for individuals and families, with a strong retirement planning orientation and access to advisors via complimentary initial consultations. The firm supports ongoing client engagement through a secure online site and mobile app, backed by an Online Security Guarantee. Investment implementation spans core public funds and ETFs alongside other vehicles, serving retail and institutional channels.

Team overview

47 AVG AGE
$52.1M AVG AUM / ADVISOR
$437.2K AVG AUM / CLIENT
12.8 yrs AVG TENURE
14,056 Employees
12,681 Advisory Reps
12,771 RIA Reps
53yrs Firm Age

Insights

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Asset Classes

Momentum atlas Signal Oak fusion Oak meridian Atlas Horizon Vector

CRM

Momentum

Custodian

Vital frontier Peak

Investment Themes

Alpha wave Momentum zenith Beacon Frontier Ember vertex Timber vector

Investment Vehicles

Element Matrix

Platform

Crest North focus

Services

Value vital Glacier Horizon wave Ember prime Catalyst Glacier Pioneer capital Beacon timber Prime prime Beacon

Technology

Capital

Owner & Executives

G

GUMER CRUZ ALVERO

Board Director

CRD
#1975307
Ownership
Less than 5%
(239) 891-6081
meridian.vertex@vertexcapital.com
in linkedin.com/in/vertex-wave
M

MITCHELL DAVID DOREN

Advisor

CRD
#2129844
Ownership
Less than 5%
(439) 608-9672
meridian.wave@summitcapital.com
in linkedin.com/in/meridian-peak
F

Foundation vital

Momentum vector

CRD
#90173
Ownership
4.8%
(986) 856-4555
delta.insight@signalcapital.com
in linkedin.com/in/delta-horizon

Showing 2 of 8 owners & executives

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Contacts

STEPHEN MARK AARON

STEPHEN MARK AARON

APMA, ChFC

CRD
#2279233
(262) 919-6155
optima.unison@insightcapital.com
in linkedin.com/in/vertex-timber
TROY ALLEN AARTHUN

TROY ALLEN AARTHUN

Private Wealth Advisor

CRD
#4729388
(504) 532-3079
prime.radial@harborcapital.com
in linkedin.com/in/peak-insight
Z

Zenith ridge

Quantum element element

CRD
#42685
(611) 255-4559
wave.zenith@ridgecapital.com
in linkedin.com/in/delta-radial

Showing 2 of 14335 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-16-2022
11-07-2023
11-12-2024
09-26-2025
04-30-2026
Category Assets AVG. Account size
Discretionary $356,290,579,112 $233,965
Non-Discretionary $304,183,842,664 $337,528
Total $660,474,421,776 $272,468

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Separately Managed Accounts

Total SMA Asset: $660,474,421,776

$660.5B Total SMA
Public Funds:
14.4%
Private Funds:
15.3%
Equity - Exchange:
18.7%
Cash:
13.5%
Municipal Bonds:
18.0%
Other:
13.5%
U.S. Government/Agency:
6.6%
Asset class Assets Assets %
Public Funds $713,020,603 14.4%
Private Funds $757,584,391 15.3%
Equity - Exchange $925,936,478 18.7%
Cash $668,456,816 13.5%
Municipal Bonds $891,275,754 18.0%
Other $668,456,816 13.5%
U.S. Government/Agency $326,801,110 6.6%
Total $4,951,531,968 100.0%

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