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COLLIERS SECURITIES LLC
CRD 7477File 801-80233
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$329.6M
Below cohort median (national)
Discretionary AUM
$79.0M
Non-discretionary $250.6M
Clients
816
1,055 accounts
Employees
120
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 25, 2014
- Principal office
- 90 SOUTH SEVENTH STREET, SUITE 4300, MINNEAPOLIS, MN, 55402-4108
- Phone
- 612-376-4000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $329.6M
- Discretionary AUM
- $79.0M
- Non-discretionary AUM
- $250.6M
- Discretionary accounts
- 65
- Non-discretionary accounts
- 990
- Total accounts
- 1,055
- AUM per client
- $404K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8.8M |
| Charitable organizations | 5 | $47.0M |
| High net worth individuals | 76 | $100.7M |
| Individuals (other than high net worth individuals) | 735 | $173.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.