| Name | Title | Ownership | Since |
|---|---|---|---|
| David L Kappus | Treasurer | Under 5% | 2021 |
| Ernest Joshua Newborn | Director & Secretary | Under 5% | 1999 |
| Melinda McDonald Robidoux Control | Chief Compliance Officer | Under 5% | 2023 |
Usi Advisors, Inc. reports $48.9 billion in regulatory assets under management on its Form ADV.
Usi Advisors, Inc. reports 77 employees.
Usi Advisors, Inc. is based in Glastonbury, CT and has been SEC-registered since 1999.
Usi Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033 |
| Phone | 860-633-5283 |
| Fax | 610-537-2898 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.72B |
| Non-discretionary | $47.15B |
| Total (RAUM) | $48.86B |