Usaa Federal Savings Bank is a large advisory firm based in San Antonio. It manages $605.17 million of regulatory assets for 650 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Usaa Federal Savings Bank provides portfolio management for individuals and small businesses 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 Usaa Federal Savings Bank is $605.17 million. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Usaa Federal Savings Bank for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert George Davis has been acting as President since 1 Jan 1997. Alfred Anthony Valenzuela joined the executive team most recently as the Director.
The principal office where Usaa Federal Savings Bank performs its advisory services is located at 10750 Mcdermott Freeway, San Antonio, TX 78288, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 210-498-6001 or by fax 210-498-3207. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at usaa.com.