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U.S. BANCORP ASSET MANAGEMENT, INC.
U.S. BANCORP ASSET MANAGEMENT, INC.
MINNEAPOLIS, Minnesota
·
2 registered advisors
·
CRD# 111912
SEC# 801-60125
5
717-232-2723
01
Firm Overview
AUM
$176.1B
Regulatory assets under management
Employees
77
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Other: ADMINISTRATION FEES
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at U.S. BANCORP ASSET MANAGEMENT, INC.
2 registered advisors
Leo Joseph Karwejna
MINNEAPOLIS, Minnesota
CRD# 2782481
Lisa Ann Isaacson
MINNEAPOLIS, Minnesota
CRD# 5848976
05
Office Locations
MINNEAPOLIS, Minnesota
2 advisors
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Data sourced from SEC Form ADV filings. U.S. BANCORP ASSET MANAGEMENT, INC. (CRD# 111912) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.