COLLIERS SECURITIES LLC
CRD #7477 SEC #801-80233 MINNEAPOLIS, MN 612-376-4000
SEC Registered Broker-Dealer Disclosures
Total AUM
$280.7M
Discretionary
$30.9M
Employees
120
Clients
--
Accounts
1,016
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $280.7M | $30.9M | $249.7M | 120 | 0 |
| Mar 2025 | $280.7M | $30.9M | $249.7M | 120 | 0 |
| Jan 2025 | $262.6M | $35.7M | $226.9M | 124 | 0 |
| Nov 2024 | $262.6M | $35.7M | $226.9M | 124 | 0 |
| Aug 2024 | $262.6M | $35.7M | $226.9M | 124 | 0 |
| Mar 2024 | $262.6M | $35.7M | $226.9M | 124 | 0 |
| May 2023 | $228.9M | $35.9M | $192.9M | 125 | 0 |
| Apr 2023 | $228.9M | $35.9M | $192.9M | 125 | 0 |
| Mar 2023 | $228.9M | $35.9M | $192.9M | 125 | 0 |
| Jan 2023 | $302M | $44.2M | $257.8M | 146 | 0 |
| Mar 2022 | $302M | $44.2M | $257.8M | 146 | 0 |
| Dec 2021 | $275.9M | $0 | $275.9M | 144 | 0 |
| Mar 2021 | $275.9M | $0 | $275.9M | 144 | 0 |
| Mar 2021 | $275.9M | $0 | $275.9M | 144 | 0 |
| Nov 2020 | $271.8M | $0 | $271.8M | 144 | 0 |
| Jul 2020 | $271.8M | $0 | $271.8M | 144 | 0 |
| Jun 2020 | $271.8M | $0 | $271.8M | 144 | 0 |
| Jun 2020 | $271.8M | $0 | $271.8M | 144 | 0 |
| May 2020 | $271.8M | $0 | $271.8M | 144 | 0 |
| Mar 2020 | $271.8M | $0 | $271.8M | 144 | 0 |
| Oct 2019 | $198.9M | $0 | $198.9M | 107 | 0 |
| Jul 2019 | $198.9M | $0 | $198.9M | 107 | 0 |
| Mar 2019 | $198.9M | $0 | $198.9M | 107 | 0 |
| Jan 2019 | $172.1M | $0 | $172.1M | 115 | 1 |
| Sep 2018 | $172.1M | $0 | $172.1M | 115 | 1 |
| Mar 2018 | $172.1M | $0 | $172.1M | 115 | 1 |
| Dec 2017 | $122.1M | $0 | $122.1M | 116 | 1 |
| Mar 2017 | $122.1M | $0 | $122.1M | 116 | 600 |
| Jul 2016 | $101.7M | $0 | $101.7M | 130 | 500 |
| May 2016 | $101.7M | $0 | $101.7M | 130 | 500 |
| Mar 2016 | $101.7M | $0 | $101.7M | 130 | 500 |
| Dec 2015 | $103M | $0 | $103M | 138 | 500 |
| Jul 2015 | $110.5M | $4M | $106.5M | 138 | 500 |
| Mar 2015 | $110.5M | $4M | $106.5M | 138 | 500 |
| Oct 2014 | $105.9M | $4.5M | $101.5M | 135 | 500 |
| Aug 2014 | $105.9M | $4.5M | $101.5M | 135 | 500 |
| May 2012 | $55.8M | $4.5M | $51.3M | 51 | 200 |
| May 2012 | $55.8M | $4.5M | $51.3M | 51 | 200 |
| Mar 2012 | $55.8M | $4.5M | $51.3M | 51 | 200 |
| Feb 2012 | $58.6M | $4.5M | $54.1M | 51 | 200 |
| Jun 2011 | $43.3M | $2M | $41.3M | 51 | -- |
| Mar 2011 | $43.3M | $2M | $41.3M | 51 | -- |
| Mar 2011 | $28.4M | $0 | $28.4M | 51 | -- |
| Jun 2010 | $28.4M | $0 | $28.4M | 51 | -- |
| Mar 2010 | $28.4M | $0 | $28.4M | 51 | -- |
| Mar 2008 | $26.1M | $0 | $26.1M | 51 | -- |
| Aug 2007 | $26.1M | $0 | $26.1M | 51 | -- |
DateJun 2025
Total AUM$280.7M
Discretionary$30.9M
Non-Disc.$249.7M
Employees120
Clients0
DateMar 2025
Total AUM$280.7M
Discretionary$30.9M
Non-Disc.$249.7M
Employees120
Clients0
DateJan 2025
Total AUM$262.6M
Discretionary$35.7M
Non-Disc.$226.9M
Employees124
Clients0
DateNov 2024
Total AUM$262.6M
Discretionary$35.7M
Non-Disc.$226.9M
Employees124
Clients0
DateAug 2024
Total AUM$262.6M
Discretionary$35.7M
Non-Disc.$226.9M
Employees124
Clients0
DateMar 2024
Total AUM$262.6M
Discretionary$35.7M
Non-Disc.$226.9M
Employees124
Clients0
DateMay 2023
Total AUM$228.9M
Discretionary$35.9M
Non-Disc.$192.9M
Employees125
Clients0
DateApr 2023
Total AUM$228.9M
Discretionary$35.9M
Non-Disc.$192.9M
Employees125
Clients0
DateMar 2023
Total AUM$228.9M
Discretionary$35.9M
Non-Disc.$192.9M
Employees125
Clients0
DateJan 2023
Total AUM$302M
Discretionary$44.2M
Non-Disc.$257.8M
Employees146
Clients0
DateMar 2022
Total AUM$302M
Discretionary$44.2M
Non-Disc.$257.8M
Employees146
Clients0
DateDec 2021
Total AUM$275.9M
Discretionary$0
Non-Disc.$275.9M
Employees144
Clients0
DateMar 2021
Total AUM$275.9M
Discretionary$0
Non-Disc.$275.9M
Employees144
Clients0
DateMar 2021
Total AUM$275.9M
Discretionary$0
Non-Disc.$275.9M
Employees144
Clients0
DateNov 2020
Total AUM$271.8M
Discretionary$0
Non-Disc.$271.8M
Employees144
Clients0
DateJul 2020
Total AUM$271.8M
Discretionary$0
Non-Disc.$271.8M
Employees144
Clients0
DateJun 2020
Total AUM$271.8M
Discretionary$0
Non-Disc.$271.8M
Employees144
Clients0
DateJun 2020
Total AUM$271.8M
Discretionary$0
Non-Disc.$271.8M
Employees144
Clients0
DateMay 2020
Total AUM$271.8M
Discretionary$0
Non-Disc.$271.8M
Employees144
Clients0
DateMar 2020
Total AUM$271.8M
Discretionary$0
Non-Disc.$271.8M
Employees144
Clients0
DateOct 2019
Total AUM$198.9M
Discretionary$0
Non-Disc.$198.9M
Employees107
Clients0
DateJul 2019
Total AUM$198.9M
Discretionary$0
Non-Disc.$198.9M
Employees107
Clients0
DateMar 2019
Total AUM$198.9M
Discretionary$0
Non-Disc.$198.9M
Employees107
Clients0
DateJan 2019
Total AUM$172.1M
Discretionary$0
Non-Disc.$172.1M
Employees115
Clients1
DateSep 2018
Total AUM$172.1M
Discretionary$0
Non-Disc.$172.1M
Employees115
Clients1
DateMar 2018
Total AUM$172.1M
Discretionary$0
Non-Disc.$172.1M
Employees115
Clients1
DateDec 2017
Total AUM$122.1M
Discretionary$0
Non-Disc.$122.1M
Employees116
Clients1
DateMar 2017
Total AUM$122.1M
Discretionary$0
Non-Disc.$122.1M
Employees116
Clients600
DateJul 2016
Total AUM$101.7M
Discretionary$0
Non-Disc.$101.7M
Employees130
Clients500
DateMay 2016
Total AUM$101.7M
Discretionary$0
Non-Disc.$101.7M
Employees130
Clients500
DateMar 2016
Total AUM$101.7M
Discretionary$0
Non-Disc.$101.7M
Employees130
Clients500
DateDec 2015
Total AUM$103M
Discretionary$0
Non-Disc.$103M
Employees138
Clients500
DateJul 2015
Total AUM$110.5M
Discretionary$4M
Non-Disc.$106.5M
Employees138
Clients500
DateMar 2015
Total AUM$110.5M
Discretionary$4M
Non-Disc.$106.5M
Employees138
Clients500
DateOct 2014
Total AUM$105.9M
Discretionary$4.5M
Non-Disc.$101.5M
Employees135
Clients500
DateAug 2014
Total AUM$105.9M
Discretionary$4.5M
Non-Disc.$101.5M
Employees135
Clients500
DateMay 2012
Total AUM$55.8M
Discretionary$4.5M
Non-Disc.$51.3M
Employees51
Clients200
DateMay 2012
Total AUM$55.8M
Discretionary$4.5M
Non-Disc.$51.3M
Employees51
Clients200
DateMar 2012
Total AUM$55.8M
Discretionary$4.5M
Non-Disc.$51.3M
Employees51
Clients200
DateFeb 2012
Total AUM$58.6M
Discretionary$4.5M
Non-Disc.$54.1M
Employees51
Clients200
DateJun 2011
Total AUM$43.3M
Discretionary$2M
Non-Disc.$41.3M
Employees51
Clients--
DateMar 2011
Total AUM$43.3M
Discretionary$2M
Non-Disc.$41.3M
Employees51
Clients--
DateMar 2011
Total AUM$28.4M
Discretionary$0
Non-Disc.$28.4M
Employees51
Clients--
DateJun 2010
Total AUM$28.4M
Discretionary$0
Non-Disc.$28.4M
Employees51
Clients--
DateMar 2010
Total AUM$28.4M
Discretionary$0
Non-Disc.$28.4M
Employees51
Clients--
DateMar 2008
Total AUM$26.1M
Discretionary$0
Non-Disc.$26.1M
Employees51
Clients--
DateAug 2007
Total AUM$26.1M
Discretionary$0
Non-Disc.$26.1M
Employees51
Clients--