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UNITED ASSET STRATEGIES INC.

Tel: 516-222-0021
377 Oak Street
Suite 403
Garden City, New York  11530

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UNITED ASSET STRATEGIES INC.

UNITED ASSET STRATEGIES INC. is a Garden City, New York based financial advisory firm with nearly $1,716,000,000 in assets under management and provides investment advisory services for 3931 clients. There are currently 32 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

107434

SEC#:

801-41464

No. of Clients:

3931

Assets under Management

$1,716,000,000

No. of Advisors:

32

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