James
Frits
Usi Advisors
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About this Advisor
James Frits is a financial advisor based in Seattle, Washington, working with Usi Advisors. James has previously held positions at Usi Advisors, Inc, Kibble & Prentice Holding Company, and Columbia Pacific Wealth Management. James has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, James is part of Usi Advisors, which operates out of Seattle, Washington. The firm has 13 offices and 75 employees. The firm manages assets totaling $41.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Usi Advisors includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Usi Advisors Brokerage Details
$41,618,061,377
75
1,348
$30,873,933
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
James Frits Work History
Usi Advisors, Inc
Columbia Pacific Wealth Management
Kibble & Prentice Holding Company
Disclosures
Please visit the SEC profile of James Frits 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 Usi Advisors
Knoxville, CT
Knoxville, TN
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
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