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U.S. Global Investors, Inc.
7900 Callaghan Rd
Phone: (210) 308-1234p:210 308-1234 SAN ANTONIO, TX  78229-2327  United States Ticker: GROWGROW

Business Summary
U.S. Global Investors, Inc. is an investment adviser. The Company offers a range of investment options in the mutual fund and exchange-traded fund (ETF) space. It operates principally in two business segments: Investment Management Services, and Corporate Investments. It provides Investment Management Services to U.S. Global Investors Funds (USGIF) and ETF clients. Its Corporate Investments, through which the Company invests for its own account. The Company also serves as investment advisor to one European-based ETF. It invests in a range of industries ranging from natural resources, emerging markets, and infrastructure to precious metals and bond funds. The Company’s wholly owned subsidiaries include U.S. Global Investors (Bermuda) Limited, U.S. Global Investors (Canada) Limited, and U.S. Global Indices, LLC.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
12/31/20236/30/2023YesYes---

Industries
SIC Code Description
6282 Investment advice
6091 Nondeposit trust facilities

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Independent Chairman of the Board Jerold H.Rubinstein 84 2/17/2006 10/1/1989
Chief Executive Officer, Chief Investment Officer, Director Frank E.Holmes 67 2/17/2006 10/27/1989
Independent Vice Chairman of the Board Roy D.Terracina 76 5/1/1997 12/1/1994
Chief Financial Officer Lisa C.Callicotte 49 7/12/2013 7/12/2013
Independent Director Thomas F.Lydon 64 6/1/1997 6/1/1997

Business Names
Business Name
GROW
U.S. Global Indices, LLC
U.S. Global Investors (Bermuda) Ltd.
U.S. Global Investors (Canada) Ltd.
U.S. Global Investors (Canada) Ltd.

General Information
Number of Employees: 21 (As of 6/30/2023)
Outstanding Shares: 14,127,529 (As of 2/1/2024)
Shareholders: 208
Stock Exchange: NASD
Federal Tax Id: 741598370
Fax Number: (210) 308-1261
Email Address: cgb@us-global.com


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Thursday, March 28, 2024