Usa Asset Management, LLC

Usa Asset Management, LLC (CRD# 130946) is a financial advisory firm headquartered in Plano, TX. They manage $26,017,321 in 199 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6010 W Spring Creek Parkway, Plano, TX 75024
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $130,740
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
  • 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, NC, NV, TX

Financial Advisors at Usa Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Marcus Mendez, financial advisor Plano TX
Marcus A. Mendez
CRD#: 3188441
6010 W Spring Creek Parkway, Plano, TX 75024

Marcus Mendez (CRD# 3188441) is an Investment Advisor Representative working at Usa Asset Management, LLC in Plano, TX and has over 24 years of experience in the finance industry.

2
Caroline Peek, financial advisor Charlotte NC
Caroline M. Peek
CRD#: 3050450
10800 Sikes Place, Suite 300, Charlotte, NC 28277

Caroline Peek (CRD# 3050450) is an Investment Advisor Representative working at Usa Asset Management, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals