U.S. Bank Wealth Management

E922078

U.S. Bank Wealth Management is the wealth management arm of U.S. Bank that provides investment, financial planning, and advisory services to individual and institutional clients.

All labels observed (3)

How this entity was disambiguated

Statements (40)

Predicate Object
instanceOf financial services provider ⓘ
wealth management division ⓘ
associatedWith U.S. Bank Investment Services ⓘ
U.S. Bank Private Wealth Management ⓘ
brandOf U.S. Bancorp ⓘ
linked to: U.S. Bank
clientType Corporations ⓘ
High-net-worth individuals ⓘ
Individual clients ⓘ
Institutional clients ⓘ
Nonprofit organizations ⓘ
Ultra-high-net-worth individuals ⓘ
country United States ⓘ
focus Intergenerational wealth transfer ⓘ
Long-term wealth accumulation ⓘ
Wealth preservation ⓘ
hasParentCompany U.S. Bancorp ⓘ
linked to: U.S. Bank
industry Financial services ⓘ
Wealth management ⓘ
language English ⓘ
offers Customized investment portfolios ⓘ
Discretionary portfolio management ⓘ
Financial goal-based planning ⓘ
Risk management strategies ⓘ
Tax-aware investment strategies ⓘ
parentOrganization U.S. Bank ⓘ
regulatorJurisdiction U.S. financial regulators ⓘ
service Advisory services ⓘ
Brokerage services ⓘ
Charitable and philanthropic planning ⓘ
Estate planning ⓘ
Financial planning ⓘ
Institutional asset management ⓘ
Investment advisory ⓘ
Investment management ⓘ
Private banking ⓘ
Retirement planning ⓘ
Trust services ⓘ
targetMarket United States residents ⓘ
usesPlatform U.S. Bank branch network ⓘ
U.S. Bank digital banking channels ⓘ

How these facts were elicited

Referenced by (3)

Full triples — surface form annotated when it differs from this entity's canonical label.

U.S. Bank → hasDivision → U.S. Bank Wealth Management ⓘ
U.S. Bank Wealth Management → associatedWith → U.S. Bank Private Wealth Management ⓘ
linked to: U.S. Bank Wealth Management
U.S. Bank Wealth Management → associatedWith → U.S. Bank Investment Services ⓘ
linked to: U.S. Bank Wealth Management