Salim
Augustyn
U.S. Bancorp Investments, Inc
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About this Advisor
Salim Augustyn is a financial advisor operating out of San Francisco, California with a total of 3 years of industry experience. Augustyn is on the advisory team at U.S. Bancorp Investments, Inc. Over the course of their career, Augustyn has held roles at Union Bank, Unionbanc Investment Services, Jp Morgan Securities LLC and U.S. Bancorp Investments, Inc. Augustyn has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in California. U.S. Bancorp Investments, Inc is a registered investment business that has its headquarters in Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 advisors. It handles $13 billion in assets under management among its 57,394 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 32 charitable organizations. Of its 57,394 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fee schedules usually vary depending on the type of services offered. Fee types charged by U.S. Bancorp Investments, Inc most likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$13,392,108,393
1,987
57,394
$233,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Salim Augustyn Work History
Salim has been registered as a financial advisor for 3 years.*
U.S. Bancorp Investments, Inc
Jp Morgan Securities LLC
Unionbanc Investment Services
Union Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Salim Augustyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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