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USA MUTUALS ADVISORS, INC.
700 N. Pearl
Ste. 900
Dallas, Texas 75201
Tel: 214-953-0066
About USA MUTUALS ADVISORS, INC.
USA MUTUALS ADVISORS, INC, formally registered with the SEC as USA MUTUALS ADVISORS, INC. The firm was established in 05/20/2004. They have over 1 offices throughout the country.
USA MUTUALS ADVISORS, INC. is a Dallas, Texas based Financial Planning firm with nearly $87,448,573 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131750 |
| SEC# | 801-63216 |
| Assets Managed by Firm | $87,448,573 |
| No. of Clients | 2 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $87,448,573 |
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