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USCA ASSET MANAGEMENT LLC

4444 Westheimer
Suite G500
Houston, Texas 77027
Tel: 713-366-0500

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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 StatusApproved
Firm CRD#137045
SEC#801-64873
Assets Managed by Firm$204,500,000
No. of Clients26
No. of Advisors6

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 ClientsAUM
Firm Total26$204,500,000

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