U.S. WEALTH GROUP, LLC
Tel: 516-682-9800 7600 Jericho Turnpike Suite 303 Woodbury, New York 11797
About U.S. WEALTH GROUP, LLC
U.S. WEALTH GROUP, LLC is a Woodbury, New York based financial advisory firm with nearly $154,274,106 in assets under management and provides investment advisory services for 256 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
141062
Firm SEC#:
801-66977
Assets Under Management:
$154,274,106
No. of Clients:
256
No. of Advisors:
2
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Performance Based
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