Assets Under Management

N/A

Number of Clients

139

Number of Advisors

50

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

USI Securities primarily operates as a broker-dealer, offering securities transactions for commissions. A smaller portion involves providing investment advice to institutional plan sponsor clients, recommending outside investment advisors. They do not formulate or directly provide investment advice on individual securities.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Retirement Planning
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Location

95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033

50 Advisors at this firm

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