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Lisa Christine Callicotte

U.S. GLOBAL INVESTORS, INC.·SAN ANTONIO, Texas
Clean recordU.S. GLOBAL INVESTORS, INC.
7900 CALLAGHAN ROAD, SAN ANTONIO, TX 78229CRD# 5703473Firm CRD# 111097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Christine Callicotte · SAN ANTONIO, TX
Registration
CRD #5703473 · U.S. GLOBAL INVESTORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lisa Christine Callicotte is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with U.S. GLOBAL INVESTORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
U.S. GLOBAL INVESTORS, INC.
U.S. GLOBAL INVESTORS, INC.
AUM
$1.6B
Regulatory assets under management
Employees
24
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5703473
Firm CRD# 111097
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05

Frequently Asked Questions

What services does Lisa Christine Callicotte offer?
Lisa Christine Callicotte specializes in Investment Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Lisa Christine Callicotte's credentials?
Lisa Christine Callicotte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Christine Callicotte located?
Lisa Christine Callicotte is based in SAN ANTONIO, Texas, working with U.S. GLOBAL INVESTORS, INC.. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Lisa Christine Callicotte charge for services?
Lisa Christine Callicotte's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is U.S. GLOBAL INVESTORS, INC.?
U.S. GLOBAL INVESTORS, INC. has approximately 24 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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