Overview
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 123
Frequently Asked Questions
USAA INVESTMENT SERVICES COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #5475), USAA INVESTMENT SERVICES COMPANY is subject to fiduciary duty under federal law.
USAA INVESTMENT SERVICES COMPANY is headquartered in SAN ANTONIO, TX.
USAA INVESTMENT SERVICES COMPANY serves 123 high-net-worth clients according to their SEC filing dated November 21, 2024. View client details ↓
According to their SEC Form ADV, USAA INVESTMENT SERVICES COMPANY offers financial planning. View all service details ↓
Services Offered
Services: Financial Planning
Clients
Number of High-Net-Worth Clients: 123
Regulatory Filings
CRD Number: 5475
Filing ID: 1914215
Last Filing Date: 2024-11-21 10:23:00