USI SECURITIES, INC.
At a Glance
| Employees | 30 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 30 | +20.0% | +14.5% | +18.2% | |
Client Count Segments | |||||
| Institutional | 163 | +17.3% | +43.6% | — | |
Key Metrics
| Total AUM | N |
| Employees | 30 |
| Client Range | 0 |
Contact & Location
Address
95 GLASTONBURY BLVD.
GLASTONBURY CT 06033
Phone
860-652-3239
Filing History
115 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Publications
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Headcount Over Time
Total Employees
Advisory Staff
Clients
Clients by Type (Latest)
Client Type Mix Over Time
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant