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
Usa Asset Management, LLC
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts199ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC, NV, TX
Financial Advisors at Usa Asset Management, LLC
1
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 (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.
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