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U.S. BANCORP INVESTMENTS, INC.

60 Livingston Avenue
Ep-Mn-Wn3c
Saint Paul, Minnesota 55107
Tel: 800-888-4700

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About U.S. BANCORP INVESTMENTS, INC.

US BANCORP INVESTMENTS, INC, formally registered with the SEC as US BANCORP INVESTMENTS, INC. The firm was established in 07/23/2007. They have over 1658 offices throughout the country.

U.S. BANCORP INVESTMENTS, INC. is a Saint Paul, Minnesota based Financial Planning firm with nearly $13,392,108,393 assets under management, offering retirement planning & investment advisory services to 57394 clients. The firm is staffed with 1987 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#17868
SEC#801-68122
Assets Managed by Firm$13,392,108,393
No. of Clients57394
No. of Advisors1987

Fee Structure

  • A Percentage of AUM
  • Other(12B-1,NETWORKING&SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters

Firm Client Information

No. of ClientsAUM
Firm Total57394$13,392,108,393
Individuals (other than high net worth individuals)42655$9,724,828,534
High net worth individuals1783$3,303,613,080
Pension and profit sharing plans112$81,923,559
Charitable organizations32$25,567,729
Corporations or other businesses346$214,533,059

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U.S. BANCORP ASSET MANAGEMENT, INC.
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GALLIARD CAPITAL MANAGEMENT
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