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US ADVISORY GROUP
US ADVISORY GROUP LLC
CRD 109291 · SEC 801-56179
152 CONANT ST., SUITE 201, BEVERLY, MA, 01915, United States
Phone
781-246-0222
Fax
781-246-9096
Registration
— (—)
Source
State registered
Total AUM
$65.8M
Discretionary AUM
$65.8M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $19.3M |
| High net worth individuals | 27 | $46.5M |
All web addresses on file
- https://www.linkedin.com/company/us-advisory-group/
- HTTPS://WWW.USADVISORY.COM
- HTTPS://WWW.FACEBOOK.COM/USADVISORYGROUP/
- HTTPS://TWITTER.COM/USADVISORYGROUP
- https://www.linkedin.com/in/tuckermcdonald/
- https://www.linkedin.com/in/christopher-mcdonald-22887470/
- https://www.facebook.com/tucker.mcdonald
- https://www.instagram.com/usadvisorygroupwealth/
Official SEC filing: View on IAPD