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U.S. BANCORP ADVISORS, LLC
800 N. Brand Boulevard
16th Floor
Glendale, California 91203
Tel: 800-634-1100
About U.S. BANCORP ADVISORS, LLC
US BANCORP ADVISORS, LLC, formally registered with the SEC as US BANCORP ADVISORS, LLC. The firm was established in 08/14/2009. They have over 204 offices throughout the country.
U.S. BANCORP ADVISORS, LLC is a Glendale, California based Financial Planning firm with nearly $1,473,263,990 assets under management, offering retirement planning & investment advisory services to 4542 clients. The firm is staffed with 388 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 14455 |
| SEC# | 801-70084 |
| Assets Managed by Firm | $1,473,263,990 |
| No. of Clients | 4542 |
| No. of Advisors | 388 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4542 | $1,473,263,990 |
| Individuals (other than high net worth individuals) | 2928 | $1,005,975,057 |
| High net worth individuals | 275 | $344,486,345 |
| Pension and profit sharing plans | 40 | $34,866,990 |
| Charitable organizations | 4 | $1,346,820 |
| Corporations or other businesses | 92 | $86,588,778 |
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