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| US Bancorp Advisors LLC
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|
|---|---|
| CRD # | 14455 |
| SEC # | 801-70084 |
| CIK # | 0000731201 |
| AUM | $1.5 B (2025-04-04) |
| Employees | 244 (52% Investors, 77% Brokers) |
| Phone | 800-634-1100 |
| Address | 800 N Brand Boulevard Glendale, CA 91203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 2.7 | |
| Apple Inc | 2.2 | |
| Amazon Com Inc | 1.3 | |
| Nvidia Corp | 1.3 | |
| J P Morgan Chase & Co | 1.1 | |
| Alphabet Inc | 1.1 | |
| Lilly Eli & Co | 1.1 | |
| Facebook Inc | 0.7 | |
| Procter & Gamble Co | 0.6 | |
| Wal Mart Stores Inc | 0.6 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,802 | 992.2 |
| (b) Individuals (high net worth individuals) | 384 | 417.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 26.0 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 67 | 78.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,905 | 1,516.5 |
| By Discretionary | ||
| Discretionary | 3,757 | 1,417.3 |
| Non-Discretionary | 148 | 99.2 |
| Total | 3,905 | 1,516.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,516.5 | |
| Total | 3,905 | 1,516.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000731201] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Amplius Wealth Advisors LLC
✚
|
PA | 1.5 |
|
L Roy PAPP & Associates LLP
✚
|
AZ | 1.5 |
|
St Denis J Villere & Co LLC
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|
LA | 1.5 |
|
YCG LLC
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|
TX | 1.5 |
|
The Hoerner Planning Group LLC
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|
VA | 1.5 |
|
Feldman Ingardona & Co
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|
IL | 1.5 |
|
First Pacific Financial Inc
✚
|
WA | 1.5 |
|
Ironwood Investment Counsel LLC
✚
|
AZ | 1.5 |
|
Mar Vista Investment Partners LLC
✚
|
CA | 1.5 |
|
Mas Advisors LLC
✚
|
FL | 1.5 |