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  September 5, 2001
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Home > Company Index > Financial Services > Asset Management > U.S. Global Investors, Inc.

U.S. Global Investors, Inc.
Nasdaq (SC): GROW
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 PROFILE
U.S. Global Investors is an investment manager and adviser to U.S. Global Investors Funds and U.S. Global Accolade Funds, companies which together offer more than a dozen no-load mutual funds. The firm has nearly $1.5 billion under management. Through subsidiary Security Trust and Financial, the company provides custodial, trust, and administrative services for IRAs, 401(k)s, and other retirement plans. Other subsidiaries of U.S. Global Investors provide transfer agent, mailing, and plan administrative services. The company also engages in corporate investment, providing financing to start-ups and established businesses. Chairman and CEO Frank Holmes controls more than 90% of U.S. Global Investors.

 COMPETITION
AGF Management Limited (AGF)
FMR Corp. (dossier)
Janus Capital Corporation (dossier)

 DEALS
Deal: U.S. Global Investors Teams with Intuit
Date Announced: 12.28.99
Value of transaction (US $Mil): 0
Description: Investment advisor to offer Web-based account management through Intuit's Quicken financial software.

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 FINANCIAL OVERVIEW
Fiscal Year-End: June
2000 Sales (mil.): 11.00
1-Yr. Sales Growth: 22.2%
Employees: 82
Revenue per employee: $134,146.34

 KEY PEOPLE
• Frank E. Holmes
    CEO
• David J. Clark
    CFO

 CONTACT INFO
7900 Callaghan Rd.
San Antonio, TX 78229
US
Phone: 210-308-1234
Fax: 210-308-1217
Online: Web Site

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