Colliers Securities LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 31, 2026, reports $330M in regulatory assets under management, 120 employees, 7 offices, and 1,055 accounts.
Assets Under Management
$330M
Employees
120
Offices
7 offices
Total Clients
816
Primary office
MINNEAPOLIS, MN
90 SOUTH SEVENTH STREET, SUITE 4300, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.1% of total clients.
Top client categories% of clientsClients
1
Individuals
90.1%
735
2
HNWI
9.3%
76
3
Charitable
0.6%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$330Mas of March 31, 2026
Discretionary24.0%
$79M
24% of total RAUM24.0%
Non-discretionary76.0%
$251M
76% of total RAUM76.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$330M
Total Accounts1,055
10Y AUM Change+$208M (+169.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees120
Clients per Employee7:1
10Y Employee Change+4 (+3.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.