Usa Asset Management, LLC

Usa Asset Management, LLC (CRD# 130946) is a financial advisory firm headquartered in Orlando, FL. They manage $28,850,000 in 202 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $142,822
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, NV

Financial Advisors at Usa Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Denise G. Gallego
CRD#: 4445307
16425 Santa Bianca Drive, Hacienda Heights, CA 91745
93
Wealthminder
score

Denise Gallego (CRD# 4445307) is an Investment Advisor Representative working at Usa Asset Management, LLC in Hacienda Heights, CA and has over 15 years of experience in the finance industry.

2
Raana Hasnat
CRD#: 4279359
618 East South St Suite 500, Orlando, FL 32801
93
Wealthminder
score

Raana Hasnat (CRD# 4279359) is an Investment Advisor Representative working at Usa Asset Management, LLC in Orlando, FL and has over 16 years of experience in the finance industry.

3
Marcus A. Mendez
CRD#: 3188441
618 East South St Suite 500, Orlando, FL 32801
93
Wealthminder
score

Marcus Mendez (CRD# 3188441) is an Investment Advisor Representative working at Usa Asset Management, LLC in Orlando, FL and has over 17 years of experience in the finance industry.

4
Donald J. Moine
CRD#: 4801744
618 East South St Suite 500, Orlando, FL 32801
93
Wealthminder
score

Donald Moine (CRD# 4801744) is an Investment Advisor Representative working at Usa Asset Management, LLC in Orlando, FL and has over 13 years of experience in the finance industry.

5
Aldo J. Saenz
CRD#: 5017031
618 East South St Suite 500, Orlando, FL 32801
93
Wealthminder
score

Aldo Saenz (CRD# 5017031) is an Investment Advisor Representative working at Usa Asset Management, LLC in Orlando, FL and has over 10 years of experience in the finance industry.

6
Cynthia Santacruz
CRD#: 4526221
618 East South St Suite 500, Orlando, FL 32801
93
Wealthminder
score

Cynthia Santacruz (CRD# 4526221) is an Investment Advisor Representative working at Usa Asset Management, LLC in Orlando, FL and has over 7 years of experience in the finance industry.

7
Caroline M. Peek
CRD#: 3050450
7810 Ballantyne Commons Parkway, Suite 300, Charlotte, NC 28277
81
Wealthminder
score

Caroline Peek (CRD# 3050450) is an Investment Advisor Representative working at Usa Asset Management, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.

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