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James Mathew Frits

USI Advisors

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About James Mathew Frits

James Frits is an investment advisor representative with USI Advisors. James Frits is registered in Washington. James Frits holds the Series 65 and Series 7 licenses. James Frits has been in the industry since at least October 1992. James Frits is currently employed at USI Advisors since April 2017. James Frits has previously been employed at Kibble & Prentice Holding Company and Columbia Pacific Wealth Management. James Frits specializes in providing advice to insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities.

Firm Information

James Frits is currently registered with USI Advisors. USI Advisors is an investment advisory firm headquartered in Glastonbury, CT. Founded in 1998, USI Advisors provides investment advisory services to corporations, pension funds, and other institutional clients. The firm specializes in portfolio management, pension consulting, and selection of other advisors. USI Advisors is registered with the SEC and has over 70 investment advisor representatives.
USI Advisors

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

$41.62B

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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seminars and consultations

Seminars and consultations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Frits’s Registration & Firm History

WA

04/27/2017 - Present

USI Advisors (Seattle WA)

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Licenses & Designations

IA

Issued 04/28/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Mathew Frits.
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