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CRI SECURITIES, LLC
ST.PAUL, MN
651-665-6669
SEC #801-62434Total AUM
$1.7B
Employees
269Clients
5,482Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
400 ROBERT STREET NORTH
ST.PAUL
MN 55101
United States
ST.PAUL
MN 55101
United States
Operating Hours
8:00 A.M. TO 4:45 P.M.
Monday - Friday
Monday - Friday
Phone
651-665-6669
Other Offices
38
Financials
Total AUM
$1.7B
Accounts
4,517Discretionary
$835.2M
Accounts
2,454Non-Discretionary
$840.4M
Accounts
2,063
Clients
Individual Clients
4,014AUM
$740.2M
HNW Individual Clients
1,397AUM
$876.5M
Pension/Profit Sharing Plan Clients
26AUM
$26.4M
Charitable Organization Clients
5AUM
$1.3M
Corporation or Business Clients
40AUM
$31.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLGAIAILKSMIMNMOMTNDNMORPASDTXWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.