U.s. Financial Advisors

U.s. Financial Advisors (CRD# 108763) is a financial advisory firm headquartered in Braintree, MA. They manage $295,797,521 in 559 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $529,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, MD, NH, NY, RI, TX

Financial Advisors at U.s. Financial Advisors
No Advisor Found.
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