Assets Under Management
$48.9B
Number of Clients
1,340
Number of Advisors
68
Average Client AUM
$36.5M
AUM per Advisor
$718.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
USI Advisors offers investment supervisory and consultation services, including investment policy statement development, asset allocation, manager search, and ongoing performance evaluation. They primarily serve employer-sponsored retirement plans, corporate pension plans, and institutional investors.
95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033