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Building 2FIRST CITIZENS INVESTOR SERVICES, INC.

Map pinRALEIGH, NC
Phone800-229-0205
NotebookSEC #801-57302
Total AUM
$2.6B
Employees
352
Clients
7,645

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8540 COLONNADE CENTER DRIVE
RALEIGH
NC 27615-3052
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
800-229-0205
Other Offices
111

ReceiptFinancials

Total AUM
$2.6B
Accounts
7,645
Discretionary
$3.2M
Accounts
11
Non-Discretionary
$2.6B
Accounts
7,634

ContactClients

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Individual Clients
6,918
AUM
$1.6B
HNW Individual Clients
645
AUM
$1B
Corporation or Business Clients
82
AUM
$20.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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