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UNITED ASSET STRATEGIES INC.
GARDEN CITY, NY
516-222-0021
SEC #801-41464Total AUM
$2.1B
Employees
33Clients
1,652Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
377 OAK STREET
SUITE 403
GARDEN CITY
NY 11530
United States
SUITE 403
GARDEN CITY
NY 11530
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
516-222-0021
Other Offices
1
Financials
Total AUM
$2.1B
Accounts
4,208Discretionary
$1.9B
Accounts
3,631Non-Discretionary
$173M
Accounts
577
Clients
Individual Clients
1,052AUM
$326.4M
HNW Individual Clients
501AUM
$1.6B
Pension/Profit Sharing Plan Clients
74AUM
$142.9M
Charitable Organization Clients
2AUM
$12.9M
Corporation or Business Clients
23AUM
$27.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDEFLGAILLAMAMDMEMONCNHNJNVNYOHPASCTXVAVIWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.