4444 Westheimer
Suite G500
Houston, Texas 77027
Tel: 713-366-0500
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.
| 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 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 26 | $204,500,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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