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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 exchange traded funds (ETFs) in addition to mutual funds. The Company, with principal operations located in San Antonio, Texas, manages two business segments: Investment Management Services and Corporate Investments. Investment Management Services, through which the Company offers, to U.S. Global Investors Funds (USGIF) and exchange-traded fund (ETF) clients, a range of investment management products and services to meet the needs of individual and institutional investors. Corporate Investments, through which the Company invests for its own account. In particular, the Company is known for its expertise in gold mining and exploration, natural resources, and airlines. It provides investment advisory services and administrative services to mutual funds. Its 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
9/30/20246/30/2024YesYes---

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: 23 (As of 6/30/2024)
Outstanding Shares: 13,525,740 (As of 10/31/2024)
Shareholders: 215
Stock Exchange: NASD
Federal Tax Id: 741598370
Fax Number: (210) 308-1261
Email Address: cgb@us-global.com


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Wednesday, November 20, 2024