ITAU USA ASSET MANAGEMENT

599 Lexington Ave
34th Floor
New York, New York 10022
Tel: 212-845-0600

About ITAU USA ASSET MANAGEMENT

ITAU USA ASSET MANAGEMENT, formally registered with the SEC as ITAU USA ASSET MANAGEMENT. The firm was established in 06/17/2011. They have over 4 offices throughout the country.

ITAU USA ASSET MANAGEMENT is a New York, New York based Financial Planning firm with nearly $8,010,761,978 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156313
SEC#	801-72400
Assets Managed by Firm	$8,010,761,978
No. of Clients	45
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (PAYMENT OF INDIRECT AND DIRECT EXPENSES +ADMINISTRATIVE FEE)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	45	$8,010,761,978

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