CRD: 7477
Colliers Securities LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 25, 2025 and March 31, 2026, reported AUM increased 17.5%, from $280.7M to $329.6M.
Across 5 reported observations, AUM increased 9.2% between March 24, 2022 and March 31, 2026, from $302.0M to $329.6M.
Of the latest reported AUM, 24.0% is discretionary and 76.0% is non-discretionary.
The firm reports 18 advisory representatives and 1,636 clients, or 90.9 clients per representative. That equates to $201.5K in reported AUM per client.
The profile lists 13 reported office locations and 46 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Colliers Securities LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Colliers Securities LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Colliers Securities LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing