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| United Asset Strategies Inc
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|---|---|
| CRD # | 107434 |
| SEC # | 801-41464 |
| CIK # | 0001539948 |
| AUM | 2,085.9 M (2026-03-30) |
| Employees | 33 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-222-0021 |
| Address | 377 Oak Street Garden City, NY 11530 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 84.8 | ||
| Apple Inc | 82.5 | ||
| Alphabet Inc | 71.1 | ||
| Amazon Com Inc | 57.8 | ||
| Microsoft Corp | 48.8 | ||
| Broadcom Inc | 31.6 | ||
| Facebook Inc | 29.4 | ||
| ASML Holding NV | 25.8 | ||
| Palo Alto Networks Inc | 22.2 | ||
| Mastercard Inc | 22.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,052 | 0.3 |
| (b) Individuals (high net worth individuals) | 501 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 74 | 0.1 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,208 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,631 | 1.9 |
| Non-Discretionary | 577 | 0.2 |
| Total | 4,208 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 4,208 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001539948] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
United Asset Strategies Inc
✚
|
NY | 2,085.9 M |
|
United Wealth Planning LLC
✚
|
NY |
| Comparable Firms | State | AUM |
|---|---|---|
|
American Capital Management Inc
✚
|
NY | 2,111.0 M |
|
Transamerica Financial Advisors LLC
✚
|
PA | 2,106.7 M |
|
The Wealth Alliance LLC
✚
|
NY | 2,102.7 M |
|
Ameraudi Asset Management Inc
✚
|
NY | 2,098.3 M |
|
Quadrant Private Wealth Management LLC
✚
|
PA | 2,095.9 M |
|
Ascentis Independent Advisors LLC
✚
|
TX | 2,094.9 M |
|
Maren Capital LLC
✚
|
IL | 2,080.2 M |
|
Indivisible Partners LLC
✚
|
FL | 2,079.7 M |
|
Segment Wealth Management LLC
✚
|
TX | 2,069.2 M |
|
Cahaba Wealth Management Inc
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|
GA | 2,060.9 M |