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USI ADVISORS

95 Glastonbury Blvd.
Suite 102
Glastonbury, Connecticut 6033
Tel: 860-633-5283

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About USI ADVISORS

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.

Firm Information

SEC Current StatusApproved
Firm CRD#108113
SEC#801-56622
Assets Managed by Firm$32,076,079,040
No. of Clients1210
No. of Advisors69

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commision Based

Advisory Services Provided

  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1210$32,076,079,040
Pension and profit sharing plans968$27,318,605,779
Charitable organizations73$1,409,680,792
Corporations or other businesses79$1,349,193,247

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