U.S. FINANCIAL ADVISORS

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

About U.S. FINANCIAL ADVISORS

US FINANCIAL ADVISORS, formally registered with the SEC as US FINANCIAL ADVISORS. The firm was established in 10/09/1998. They have over 2 offices throughout the country.

U.S. FINANCIAL ADVISORS is a Braintree, Massachusetts based Financial Planning firm with nearly $348,574,645 assets under management, offering retirement planning & investment advisory services to 612 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108763
SEC#	801-55953
Assets Managed by Firm	$348,574,645
No. of Clients	612
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	612	$348,574,645
Individuals (other than high net worth individuals)	194	$58,730,407
High net worth individuals	93	$244,469,687
Pension and profit sharing plans	8	$19,916,614
Charitable organizations	5	$776,773
Corporations or other businesses	6	$5,981,099

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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