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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 30, 2018
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

66

name start date
Edward James Daigle
September 2002
Susan Meredith Fullwood
September 2010
David Tyler Hindermann
August 2006
Boris Michael Natyshak
June 2018
Crystal Ann Fields
April 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Usi Advisors IAR $13,632,894,753
    Usi Consulting Group -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Ernest Joshua Newborn Director/Secretary October, 1998 less than 5%
      Joseph John Jr Gritzer President April, 2006 less than 5%
      Richard Charles Bowman Director Of Operations July, 2009 less than 5%
      William Michael Tremko Chief Executive Officer July, 2009 less than 5%
      Susan Meredith Fullwood Finop January, 2011 less than 5%
      John Frank Vaughn Chief Compliance Officer April, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Hourly Charges
        • Fixed Fees
        • Other