U.S. FINANCIAL ADVISORS - Financial Advisor in Massachusetts, Braintree

Tel: 781-849-9200 30 Braintree Hill Office Park Suite 201 Braintree, Massachusetts 02184

About U.S. FINANCIAL ADVISORS

U.S. FINANCIAL ADVISORS is a Braintree, Massachusetts based financial advisory firm with nearly $348,574,645 in assets under management and provides investment advisory services for 612 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

108763

Firm SEC#:

801-55953

Assets Under Management:

$348,574,645

No. of Clients:

612

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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