United Asset Strategies Inc


Assets, Funds, Holdings

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United Asset Strategies Inc
CRD #107434
SEC #801-41464
AUM $1.1 BB (86% Disc, 100% US, 2020-02-26)
Employees24 (46% Investors, 4% Brokers)
Address377 Oak Street
Garden City, NY 11530
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
GLD 13.5
XLK 12.0
BIL 11.4
SH 10.4
XLP 10.1
XLF 10.0
GOOGL 970,260.0 9.4
D 67,830.0 9.3
XLV 9.1
AAPL 1,372,810.0 7.7
View All
Holdings by Sector ($)
Related Firms State AUM ($BB)
United Asset Strategies Inc
NY 1.1
United Wealth Planning LLC
NY 0.0
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CA 1.1
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IL 1.1
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MN 1.1
Independence Asset Advisors LLC
PA 1.1
Main Street Financial Solutions LLC
PA 1.1
Lombardia Capital Partners LLC
IL 1.1
Hansset Global Advisors Co Ltd
JNBA Financial Advisors Inc
MN 1.1
Galvin Gaustad & Stein LLC
AZ 1.1
Equius Partners Inc
CA 1.1
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