Investec Usa Group Inc. is a large advisory firm based in West Conshohocken. It manages $760.37 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and Pennsylvania.
Investec Usa Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investec Usa Group Inc. is $760.37 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Investec Usa Group Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Investec Usa Group Inc. performs its advisory services is located at Four Falls Corporate Center, West Conshohocken, PA 19428 2961, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-260-6240 or by fax 610-260-6441. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pmga.com.