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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 $1,387,160,512 assets under management, offering retirement planning & investment advisory services to 3901 clients. The firm is staffed with 238 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 14455 |
| SEC# | 801-70084 |
| Assets Managed by Firm | $1,387,160,512 |
| No. of Clients | 3901 |
| No. of Advisors | 238 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3901 | $1,387,160,512 |
| Individuals (other than high net worth individuals) | 2839 | $914,026,649 |
| High net worth individuals | 341 | $365,654,496 |
| Pension and profit sharing plans | 30 | $26,121,301 |
| Charitable organizations | 4 | $1,506,437 |
| Corporations or other businesses | 72 | $79,851,629 |
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