United Asset Strategies Inc

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Assets, Funds, Holdings

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United Asset Strategies Inc
CRD #107434
SEC #801-41464
CIK #
AUM $873.0 MM (87% Disc, 100% US)
Employees22 (50% Investors, 5% Brokers)
Phone516-222-0021
Address377 Oak Street
Garden City, NY 11530
Links IAPDexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
XLK 17.1
XLP 12.6
XLI 12.3
XLF 12.1
XLV 10.4
XLY 10.0
GLD 9.9
GOOGL 819,810.0 9.3
AAPL 843,560.0 8.0
XOM 337,850.0 7.7
View All
Holdings by Sector ($BB)
Related Firms State AUM ($BB)
United Asset Strategies Inc
NY
0.9
United Wealth Planning LLC
NY
0.0
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