Investment adviser · CRD 17079
COMERICA SECURITIES
Investment adviser filing (IA)
COMERICA SECURITIES,INC.
DETROIT, MI, United States · Form ADV filed Nov 6, 2023
- Regulatory AUM
- $2.39B Form ADV · Item 5.F
- Client accounts
- 4,527 Accounts, not individual clients
- Employees
- 211 Reported in this filing
- Advisory professionals
- 125 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,251 | $1,253,662,539 | 52.6% |
| Individuals | 3,132 | $829,774,175 | 34.8% |
| Corporations & businesses | 124 | $259,294,690 | 10.9% |
| Retirement plans | Fewer than 5 | $17,295,915 | 0.7% |
| Charities | 16 | $16,492,828 | 0.7% |
| Government entities | Fewer than 5 | $8,608,067 | 0.4% |
Filing source
Form ADV 1797920 · Nov 6, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 6, 2023. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
411 WEST LAFAYETTE BLVD.DETROIT, MI, 48226, United States
CRD 17079
Filing source
Form ADV 1797920 · Nov 6, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.