UNITED ASSET STRATEGIES INC. - Financial Advisor in New York, Garden City

Tel: 516-222-0021 377 Oak Street Suite 403 Garden City, New York 11530

About UNITED ASSET STRATEGIES INC.

UNITED ASSET STRATEGIES INC. is a Garden City, New York based financial advisory firm with nearly $1,716,000,000 in assets under management and provides investment advisory services for 3931 clients. There are currently 32 financial advisors at the firm.

General Information

Firm CRD#:

107434

Firm SEC#:

801-41464

Assets Under Management:

$1,716,000,000

No. of Clients:

3931

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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