U.S Bancorp Asset Management, Inc.

RIASEC RegisteredEst. 2001

Total AUM

$427B

Discretionary

$427B

100% of AUM

Avg account

$183M

Accounts

2,340

Employees

322

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 111912
Registered since: April 13, 2001
Website: www.usbancorpassetmanagement.com
Custodians: U.S. BANK, N.A., BNY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Investment Companies45.08%
State / Municipal Government23.91%
Pooled Investment Vehicles20.16%
Corporations / Businesses6.21%
Other1.96%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

U.S. Bancorp Asset Management, Inc. is a corporate, SEC-registered institutional registered investment adviser that serves primarily institutional clients. Founded in 2001, the firm operates as an institutional RIA with corporate and individual ownership characteristics. Its advisory work spans portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional clients. Fee arrangements include asset-based fees as well as performance-linked fees and other fee structures. The firm identifies as an active ESG investor and maintains industry ties that include broker-dealer, banking/thrift, insurance company, and other investment adviser relationships.