U.S. BANCORP INVESTMENTS, INC.
Total AUM
$22.9B
Employees
2,148Clients
49,199Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
60 LIVINGSTON AVENUE
EP-MN-N2WC
SAINT PAUL
MN 55107
United States
EP-MN-N2WC
SAINT PAUL
MN 55107
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
800-888-4700
Other Offices
1579
Financials
Total AUM
$22.9B
Accounts
65,208Discretionary
$8B
Accounts
27,298Non-Discretionary
$14.9B
Accounts
37,910
Clients
Individual Clients
44,939AUM
$14.7B
HNW Individual Clients
3,709AUM
$7.7B
Pension/Profit Sharing Plan Clients
97AUM
$115.6M
Charitable Organization Clients
39AUM
$21.2M
Government Entity Clients
7AUM
$48.4M
Corporation or Business Clients
408AUM
$397.9M
Services
Services Offered
Other Services
Other Services
NO LONGER OFFERING ADVISORY SERVICES-SEE MISCELLANEOUS SECTION.
Compensation Types
Charges Other Fee
Other Compensation
NO LONGER OFFERING ADVISORY SERVICES-SEE MISCELLANEOUS SECTION
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.