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USCA ASSET MANAGEMENT LLC
4444 Westheimer
Suite G500
Houston, Texas 77027
Tel: 713-366-0500
About USCA ASSET MANAGEMENT LLC
USCA ASSET MANAGEMENT LLC, formally registered with the SEC as USCA ASSET MANAGEMENT LLC. The firm was established in 11/18/2005. They have over 1 offices throughout the country.
USCA ASSET MANAGEMENT LLC is a Houston, Texas based Financial Planning firm with nearly $204,500,000 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137045 |
| SEC# | 801-64873 |
| Assets Managed by Firm | $204,500,000 |
| No. of Clients | 26 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 26 | $204,500,000 |
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