CRD: 7927
Northern Trust Securities, Inc.
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- Custodian
- Fidelity/NFS ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Summit vertex
- Established Date
- 06-20-1984
- Office Locations
- 55
Office Locations
About Northern Trust Securities, Inc.
Northern Trust Securities, Inc. is a retail and institutional wealth and investment advisory firm offering asset management, portfolio construction, and financial/wealth planning (including estate and retirement planning). The firm uses public funds vehicles such as mutual funds and ETFs and covers themes like risk management and ESG. Northern Trust publishes ongoing Insights & Research, including weekly economic commentary, and operates across 50+ offices.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID CHARLES BLOWERS
DIRECTOR, Vice Chairman
- CRD
- --
- Ownership
- Less than 5%
RYAN DOUGLAS BURNS
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Vital eagle
Timber summit insight
- CRD
- #20810
- Ownership
- 21.5%
Showing 2 of 10 owners & executives
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KEVIN P ABE
--
- CRD
- #6497607
LISA MARCUS ABRAMOWITZ
Project Manager
- CRD
- #2629130
Harbor unison
Zenith crest
- CRD
- #21717
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,662,427,504 | $638,168 |
| Non-Discretionary | $0 | -- |
| Total | $1,662,427,504 | $638,168 |
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Separately Managed Accounts
Total SMA Asset: $1,662,427,504
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,069,305,397 | 26.5% |
| Equity - OTC | $605,267,206 | 15.0% |
| Public Funds | $355,090,094 | 8.8% |
| Cash | $746,496,220 | 18.5% |
| Municipal Bonds | $359,125,209 | 8.9% |
| Corporate - Investment Grade | $899,830,579 | 22.3% |
| Total | $4,035,114,705 | 100.0% |