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USA ASSET MANAGEMENT, LLC
CRD 130946
6010 W SPRING CREEK PARKWAY, PLANO, TX, 75024, United States
Phone
1-888-872-8898
Fax
1-888-872-8818
Registration
— (—)
Source
State registered
Total AUM
$32.4M
Discretionary AUM
$32.4M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $5.2M |
| High net worth individuals | 28 | $26.4M |
| Corporations/business entities | 3 | $803K |
All web addresses on file
Official SEC filing: View on IAPD