Overview
Assets Under Management: $154 million
Headquarters: WOODBURY, NY
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 256
Discretionary Accounts: 256
Regulatory Filings
CRD Number: 141062
Last Filing Date: 2025-02-13 00:00:00
Website: https://uswealthgroup.com