The USI SECURITIES GROUP is a privately held investment adviser that advises $56.28Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. USI SECURITIES GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 74.61% over the last 5-years.
The Group has been registered with the SEC for 27.18 years and is comprised of 2 filing and 0 relying advisers. They operate out of 31 office locations with their Headquarters at 95 GLASTONBURY BLVD. SUITE 102, GLASTONBURY, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 109 employees comprised of 72 investment and 37 non-investment staff. The total number of Employees decreased by 5.22% over the last 5-years.
Their $56.28Bn in assets advised are owned by 0 private funds, 8 public funds and BDCs and 1,508 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $37.93Bn or 67.4% of Total Assets and Corporations or Other Businesses own $10.59Bn or 18.81% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 8 types of clients, top clients are Pension and Profit Sharing Plans-Private and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
USI SECURITIES GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.