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UNITED ASSET STRATEGIES INC.
CRD 107434 · SEC 801-41464
377 OAK STREET, SUITE 403, GARDEN CITY, NY, 11530, United States
Phone
516-222-0021
Fax
516-222-0163
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.09B
Discretionary AUM
$1.91B
Team
33 total employees; 21 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1052 | $326.4M |
| High net worth individuals | 501 | $1.58B |
| Pension/profit sharing plans | 74 | $142.9M |
| Charitable organizations | 2 | $12.9M |
| Corporations/business entities | 23 | $27.2M |
States served
AZ, CA, CO, DE, GA, IL, LA, ME, MD, MA, NV, NJ, NY, NC, OH, PA, SC, VA, WI, VI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD