Philip
Pilibosian

Usca Asset Management LLC

CRD#4618944
Investment Advisor
in Houston, TX

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About this Advisor

Philip Pilibosian is a financial advisor working in Houston, Texas who has 17 years of industry experience. Pilibosian is currently employed by Usca Asset Management LLC. Their career trajectory has included roles at Condera Advisors, LLC, Usca Securities LLC, Usca Ria LLC, Rns Holdings Lp, U.S. Capital Wealth Advisors, LLC and Usca Asset Management LLC. Pilibosian holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Usca Asset Management LLC is a firm headquartered in Houston, TX. It handles $258 million in assets across its 25 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Usca Asset Management LLC provides a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fee schedules usually depend on which service is offered. Fee types billed by Usca Asset Management LLC most likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4444 Westheimer Suite G500
Houston, TX 77027

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Usca Asset Management LLC Brokerage Details

Total Assets Under Management

$258,228,310

TX Average: $3,042,739,679
Total Number of Employees

9

TX Average: 49
Total Number of Accounts

25

TX Average: 2,315
Average Account Size

$10,329,132

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Philip Pilibosian Work History

Philip has been registered as a financial advisor for 17 years.*

2021 - Present (3 years)

U.S. Capital Wealth Advisors, LLC

2017 - Present (7 years)

Usca Asset Management LLC

2013 - Present (11 years)

Usca Securities LLC

2013 - 2021 (8 years)

Usca Ria LLC

2013 - 2013 (< 1 year)

Rns Holdings Lp

2008 - 2013 (5 years)

Condera Advisors, LLC

*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 Philip Pilibosian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usca Asset Management LLC

Susan Yerkey
Houston, TX
David Harris
Houston, TX
Bryan Prihoda
Houston, TX
Christian Bauman
Houston, TX
Philip Pilibosian
Houston, TX
Davis Rushing
Houston, TX
Kelly Rushing
Houston, TX

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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