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Rbc Global Asset Management (U.S.) Inc.

Rbc Global Asset Management (U.S.) Inc. is a RIA based in Minneapolis, MN with $39B in AUM and with 3 advisors nationwide.

Advisors (3)

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Name Start Date
Kuha, Carol, Ann Oct 2008
Lee, Michael, Thomas Feb 2004
Montalbano, John, Salvatore Jun 2008
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$38.8B
Total Assets
720
Accounts
$53.8M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   Rbc USA Holdco Corporation (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
John Godfrey Taft Director 12/01/2000
Lee, Michael, Thomas Director, CEO and President 02/01/2004
Steven J Decicco Cfo and Treasurer 06/01/2008
Montalbano, John, Salvatore Director 06/01/2008
Kuha, Carol, Ann Chief Operating Officer 10/01/2008

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
100 South Fifth Street
Minneapolis , MN 55402-1240
Phone Number: 612-376-7000
Other Offices Address City State Zip
2300 M Street NW Washington DC 20037
222 West Adams, Suite 2280 Chicago IL 60606
155 Federal Street Boston MA 02110
Chemed Center Cincinnati OH 45202-3910
2101 Oregon Pike Lancaster PA 17601

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees
  • Other: (6) Performance-based fees