Usicg Advisors Inc is a large advisory firm based in Glastonbury. It manages $75 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 32 other states.
Usicg Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Usicg Advisors Inc is $75 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Usicg Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Alan Hess has been acting as President since 1 Apr 1999. David Leslie Eslick joined the executive team most recently as the Director.
The principal office where Usicg Advisors Inc performs its advisory services is located at 95 Glastonbury Blvd., Glastonbury, CT 06033, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-633-5283 or by fax 860-368-2110. The normal business hours are 8:00am to 5:00pm on Monday - Friday.