United Asset Strategies Inc.
United Asset Strategies Inc. (CRD# 107434) is a financial advisory firm headquartered in Garden City, NY. They manage $840,300,000 in 2,605 accounts and serve the financial needs of clients across 13 states (or territories).
Total Assets Under Management840MILLION
Total Number of Accounts2,605ACCOUNTS
Average Account Value$322,572
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, MD, NH, NJ, NY, PA, TX, VI, VT