95 Glastonbury Blvd.
Suite 102
Glastonbury, Connecticut 6033
Tel: 860-633-5283
USI ADVISORS, formally registered with the SEC as USI ADVISORS. The firm was established in 06/18/1999. They have over 13 offices throughout the country.
USI ADVISORS is a Glastonbury, Connecticut based Financial Planning firm with nearly $32,076,079,040 assets under management, offering retirement planning & investment advisory services to 1210 clients. The firm is staffed with 69 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108113 |
SEC# | 801-56622 |
Assets Managed by Firm | $32,076,079,040 |
No. of Clients | 1210 |
No. of Advisors | 69 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1210 | $32,076,079,040 |
Pension and profit sharing plans | 968 | $27,318,605,779 |
Charitable organizations | 73 | $1,409,680,792 |
Corporations or other businesses | 79 | $1,349,193,247 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$196,833,823,871 | 143 | 1166 | |
$139,912,052,624 | 18 | 2311 | |
$122,238,315,019 | 40 | 63 | |
$119,996,796,135 | 279 | 566 | |
$110,827,884,619 | 182 | 290 |
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