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USI ADVISORS
95 Glastonbury Blvd.
Suite 102
Glastonbury, Connecticut 06033
Tel: 860-633-5283
About USI ADVISORS
USI ADVISORS, formally registered with the SEC as USI ADVISORS. The firm was established in 06/18/1999. They have over 14 offices throughout the country.
USI ADVISORS is a Glastonbury, Connecticut based Financial Planning firm with nearly $41,618,061,377 assets under management, offering retirement planning & investment advisory services to 1348 clients. The firm is staffed with 75 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108113 |
| SEC# | 801-56622 |
| Assets Managed by Firm | $41,618,061,377 |
| No. of Clients | 1348 |
| No. of Advisors | 75 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (SEMINARS AND CONSULTATIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1348 | $41,618,061,377 |
| Pension and profit sharing plans | 928 | $31,192,497,959 |
| Charitable organizations | 75 | $1,627,811,135 |
| Corporations or other businesses | 217 | $5,287,677,376 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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| $107,251,821,000 | 4 | 524 |
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