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Home > Retirement Planners > new york > garden city > UNITED ASSET STRATEGIES INC.
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 |
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