U.S. BANCORP ADVISORS, LLC
Total AUM
$1.8B
Employees
379Clients
3,344Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
60 LIVINGSTON AVE
EP-MN-N2WC
SAINT PAUL
MN 55107
United States
EP-MN-N2WC
SAINT PAUL
MN 55107
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
800-888-4700
Other Offices
174
Financials
Total AUM
$1.8B
Accounts
3,992Discretionary
$1.7B
Accounts
3,861Non-Discretionary
$104.5M
Accounts
131
Clients
Individual Clients
2,809AUM
$1.1B
HNW Individual Clients
436AUM
$567.2M
Pension/Profit Sharing Plan Clients
25AUM
$25.5M
Charitable Organization Clients
1AUM
$2.1M
Corporation or Business Clients
73AUM
$83.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
12B-1, NETWORKING, SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS
Compliance
Disclosures
Felony ChargeOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.