Comerica Securities

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Auburn Hills, Michigan
CRD number
17079
Registered since
January 3, 1986

Firm profile

FINTRX

Overview

Comerica Securities is organized as a corporation and is classified in the data as an investment bank. The firm has been SEC-registered since 1986. Ownership is listed as a combination of a domestic entity and an individual. The profile shows Comerica Securities does not identify as an active ESG investor, is not flagged as a multi-state adviser, and is not reported as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 17%, Non-Exchange Traded Equities 7%, Cash & Cash Equivalents 5%, State & Local Bonds 3%, US Government Bonds 2%, Investment Grade Corp Bonds 2%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities17%
  • Non-Exchange Traded Equities7%
  • Cash & Cash Equivalents5%
  • State & Local Bonds3%

Owners & executives

2 of 2
  • Richard Schell

    Richard Schell

    Chief Compliance OfficerCRD 1543415

  • Peter Samboul

    Peter Samboul

    CEOCRD 4887671

Contacts

3 of 21
  • Jeff Thieman

    Jeff Thieman

    Group HeadCRD 6830551

  • Christopher Stratmoen

    Director of AccountingCRD 5873893

  • Patrick Stephens

    Patrick Stephens

    CIB ANALYSTCRD 7396710

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 210

Active vs passive

$790M in ETFs

Passive

92%

$726M

Active

8%

$64M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$65.8M152,6198.34%

Location

Primary office

Auburn Hills, MI

Oakland

Location

Auburn Hills, MI

Headquartered in Auburn Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
3701 Hamlin Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth