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U.S. BANCORP ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
GLENDALE, California
·
10 registered advisors
·
CRD# 14455
SEC# 801-70084
203
800-634-1100
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
238
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at U.S. BANCORP ADVISORS, LLC
10 registered advisors
Ann Elizabeth Digiorgio
LOS ANGELES, California
CRD# 735482
Daniel Cesar Caneva
GLENDALE, California
CRD# 1686099
James Eugene Jr. Ely
GLENDALE, California
CRD# 1843373
Jeffrey Howard Katz
LOS ANGELES, California
CRD# 1850619
Julian Michael Jacolev
GLENDALE, California
CRD# 6550892
Michael Scott Mortensen
GLENDALE, California
CRD# 1905271
Michael Timothy Feldman
GLENDALE, California
CRD# 4430890
Milan Konkol
GLENDALE, California
CRD# 2476590
Shane T Triplett
GLENDALE, California
CRD# 1865319
Steven Marc Short
LOS ANGELES, California
CRD# 4205492
05
Office Locations
GLENDALE, California
7 advisors
LOS ANGELES, California
3 advisors
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Data sourced from SEC Form ADV filings. U.S. BANCORP ADVISORS, LLC (CRD# 14455) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.