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U.S.A. FINANCIAL & TAX SERVICES, LLC

CRD 306214 · SEC 801-131690

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855 FARMINGTON AVE, FARMINGTON, CT, 06032, United States

Phone

860-430-2138

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$159.3M

Discretionary AUM

$159.3M

Team

3 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals633$125.2M
High net worth individuals27$34.1M

States served

CT

All web addresses on file

Official SEC filing: View on IAPD