U.S. Fiduciary Advisors, LLC (Sugar Land)

U.S. Fiduciary Advisors, LLC is a large advisory firm based in Sugar Land. It manages $322.97 million of regulatory assets for 702 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Florida, Illinois, and 5 other states.

U.S. Fiduciary Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

U.S. Fiduciary Advisors: assets under management

The assets under management (AUM) of U.S. Fiduciary Advisors, LLC is $322.97 million. The firm's AUM has grown by 221% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $123.77 million in discretionary accounts and $199.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.37 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay U.S. Fiduciary Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.

Careers at U.S. Fiduciary Advisors, LLC

Elliot Sol Weissbluth has been acting as President since 1 Oct 2004. Matthew Mark Reynolds joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Based in Sugar Land

The principal office where U.S. Fiduciary Advisors, LLC performs its advisory services is located at One Sugar Creek Center Blvd., Sugar Land, TX 77478, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 281-491-1818 or by fax 281-491-4848. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.usfiduciary.com.

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