USCA RIA LLC
- Assets, Funds, Holdings
| Message |
|
Happy Holidays!! thanks for using AUM13F!!
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| USCA RIA LLC
|
| CRD # | 152170 |
| SEC # | 801-72105 |
| CIK # | 0001525212 |
| AUM |
|
| Employees |
72 (71% Investors, 100% Brokers)
|
| Phone | 713-366-0500 |
| Address | 4444 Westheimer
Houston, TX 77027 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
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Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
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| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,462
|
0.5 |
| (b) Individuals (high net worth individuals) |
969
|
3.0 |
| (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 |
55 |
0.1 |
| (h) Charitable organizations |
14 |
0.0 |
| (i) State or municipal government entities |
4 |
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 |
150 |
0.5 |
| (n) Other |
0 |
0.0 |
| Total |
6,967 |
4.1 |
| By Discretionary |
| Discretionary |
4,069 |
2.6 |
| Non-Discretionary |
2,898 |
1.6 |
| Total |
6,967 |
4.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
4.1 |
| Total |
6,967 |
4.1 |
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220563304