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USI ADVISORS
GLASTONBURY, CT
860-633-5283
SEC #801-56622Total AUM
$56.3B
Employees
79Clients
1,354Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
95 GLASTONBURY BLVD.
SUITE 102
GLASTONBURY
CT 06033
United States
SUITE 102
GLASTONBURY
CT 06033
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
860-633-5283
Other Offices
13
Financials
Total AUM
$56.3B
Accounts
1,355Discretionary
$2.4B
Accounts
134Non-Discretionary
$53.9B
Accounts
1,221
Clients
Banking Clients
20AUM
$588.4M
Investment Company Clients
6AUM
$1.6B
Business Development Company Clients
2AUM
$2.3M
Pension/Profit Sharing Plan Clients
845AUM
$37.9B
Charitable Organization Clients
71AUM
$2.2B
Government Entity Clients
107AUM
$3.2B
Insurance Company Clients
5AUM
$125.3M
Sovereign Wealth Fund Clients
1AUM
$32.5M
Corporation or Business Clients
297AUM
$10.6B
Services
Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SEMINARS AND CONSULTATIONS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.