UNITED ASSET STRATEGIES INC.

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

About UNITED ASSET STRATEGIES INC.

UNITED ASSET STRATEGIES INC, formally registered with the SEC as UNITED ASSET STRATEGIES INC. The firm was established in 06/09/1992. They have over 2 offices throughout the country.

UNITED ASSET STRATEGIES INC. is a Garden City, New York based Financial Planning firm with nearly $1,716,000,000 assets under management, offering retirement planning & investment advisory services to 3931 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107434
SEC#	801-41464
Assets Managed by Firm	$1,716,000,000
No. of Clients	3931
No. of Advisors	32

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	3931	$1,716,000,000
Individuals (other than high net worth individuals)	1102	$369,000,000
High net worth individuals	368	$1,056,300,000
Pension and profit sharing plans	56	$135,700,000
Charitable organizations	4	$3,200,000
Corporations or other businesses	14	$22,000,000

More Retirement Planning firms in Garden City, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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