U.S Bancorp Asset Management, Inc.

RIASEC Registered

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 an institutional registered investment adviser that has been SEC-registered since 2001. The firm serves primarily institutional clients while also providing portfolio management for individuals, small businesses, investment companies, pooled investment vehicles and other business or institutional accounts. Its fee arrangements include asset-based fees, performance-based fees and other fee structures. The firm is identified as an active ESG investor and lists affiliations across the financial services ecosystem, including broker-dealer, bank/thrift, insurance company and other investment-adviser relationships.