Director, Chief Executive Officer & President · U.S. Bancorp Asset Management, Inc.
Eric J. Thole
CRD 2871223 · Named on Form ADV at one SEC-registered adviser
At a glance
U.S. Bancorp Asset Management, Inc., an SEC-registered asset manager based in Minneapolis, MN with $427.5 billion in regulatory assets, lists Eric J. Thole on its Form ADV as Director, Chief Executive Officer & President, a control person.
Firms and roles
- U.S. Bancorp Asset Management, Inc.Director, Chief Executive Officer & PresidentAsset manager · Minneapolis, MN · $427B in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Richard J. ErtelDirector, Chief Counsel and Secretary, U.S. Bancorp Asset Management, Inc.
- James D. PalmerDirector, Chief Investment Officer, U.S. Bancorp Asset Management, Inc.
- Jill M. StevensonHead of Operations, U.S. Bancorp Asset Management, Inc.
- Lisa A. IsaacsonChief Administrative Officer, U.S. Bancorp Asset Management, Inc.
- Greg R. KirchhoffInterim Chief Compliance Officer, U.S. Bancorp Asset Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.