COMERICA SECURITIES

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
AUBURN HILLS, Michigan
CRD number
17079
Registered since
January 3, 1986

Firm profile

FINTRX

Overview

Comerica Securities operates as an investment-bank–style broker-dealer that provides securities and advisory services. The firm is SEC-registered (since 1986) and is classified in FINTRX data as an investment bank rather than a dedicated capital allocator or multi-state registered RIA. The profile indicates the firm is not an active ESG investor and does not appear as a pension consultant or related adviser in the available dataset. Public filings and asset figures show it manages a mix of discretionary and non-discretionary client assets and uses common retail and institutional investment vehicles alongside third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Chief Compliance OfficerCRD 1543415

  • PETER SAMBOUL

    CEOCRD 4887671

Contacts

3 of 22
  • JEFF THIEMAN

    Group HeadCRD 6830551

  • CHRISTOPHER STRATMOEN

    Director of AccountingCRD 5873893

  • Patrick Stephens

    CIB ANALYSTCRD 7396710

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth