CRD: 7477
Colliers Securities LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-1980
- Office Locations
- 13
Office Locations
About Colliers Securities LLC
Colliers Securities is a broker-dealer providing wealth management for individual investors and capital markets services for institutional clients. The firm specializes in fixed income and municipal bond underwriting/public finance, alongside equity and fixed income solutions and real estate investment banking. It also arranges commercial real estate loans for tax-exempt borrowers. Known for 45+ years of experience and a local brokerage feel backed by a Wall Street clearing platform.
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Owner & Executives
DEBORAH MARIE HABLE
OPERATIONS MANAGER
- CRD
- #1596570
- Ownership
- Less than 5%
JAMES JOHN HINIKER III
Senior Vice President
- CRD
- #2148843
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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Nathan Allen Albertson
--
- CRD
- #8281845
KURT S APFELBACHER
Senior Vice President
- CRD
- #4551145
Showing 2 of 75 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,025,654 | $1,215,779 |
| Non-Discretionary | $250,610,868 | $253,142 |
| Total | $329,636,522 | $312,452 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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