60 Livingston Avenue
Ep-Mn-Wn3c
Saint Paul, Minnesota 55107
Tel: 800-888-4700
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 17868 |
SEC# | 801-68122 |
Assets Managed by Firm | $13,392,108,393 |
No. of Clients | 57394 |
No. of Advisors | 1987 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 57394 | $13,392,108,393 |
Individuals (other than high net worth individuals) | 42655 | $9,724,828,534 |
High net worth individuals | 1783 | $3,303,613,080 |
Pension and profit sharing plans | 112 | $81,923,559 |
Charitable organizations | 32 | $25,567,729 |
Corporations or other businesses | 346 | $214,533,059 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$414,380,098,355 | 1953584 | 14187 | |
$146,724,120,981 | 88 | 106 | |
$118,495,198,000 | 3 | 175 | |
$117,569,820,349 | 67 | 3940 | |
$91,977,426,165 | 282 | 79 |
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