Ust Advisers, Inc. is a large advisory firm based in Stamford. It manages $17.97 billion of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Connecticut.
Ust Advisers provides portfolio management for investment companies and portfolio management for pooled investment vehicles. 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 Ust Advisers, Inc. is $17.97 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% 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 Ust Advisers, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Timothy John Leach has been acting as President since 1 Nov 2005. N.A. Bank Of America joined the executive team most recently as the 100% Owner.
The principal office where Ust Advisers, Inc. performs its advisory services is located at 225 High Ridge Road, Stamford, CT 06905, which is also the mailing address of the firm. An additional office of the firm is in Wayne, PA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 203-352-4400 or by fax 203-352-4488. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.ustrust.com.