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| United Asset Strategies Inc
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| CRD # | 107434 |
| SEC # | 801-41464 |
| CIK # | 0001539948 |
| AUM | $1.8 B (2025-03-28) |
| Employees | 32 (66% Investors, 0% Brokers) |
| Phone | 516-222-0021 |
| Address | 377 Oak Street Garden City, NY 11530 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001539948 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 57.3 | ||
| Microsoft Corp | 52.3 | ||
| Amazon Com Inc | 48.5 | ||
| Apple Inc | 46.3 | ||
| Alphabet Inc | 38.5 | ||
| Facebook Inc | 34.4 | ||
| Broadcom Inc | 31.3 | ||
| ServiceNow Inc | 23.7 | ||
| Mastercard Inc | 22.9 | ||
| J P Morgan Chase & Co | 22.1 | ||
| Palo Alto Networks Inc | 19.4 | ||
| Schwab Charles Corp | 17.7 | ||
| Parker Hannifin Corp | 16.5 | ||
| Lockheed Martin Corp | 16.2 | ||
| Bank of America Corp /DE/ | 15.7 | ||
| Ecolab Inc | 14.9 | ||
| Eaton Corp Ltd | 14.8 | ||
| Waste Management Inc | 14.7 | ||
| Edwards Lifesciences Corp | 14.6 | ||
| Kinder Morgan Inc | 14.5 | ||
| Cigna Corp | 14.3 | ||
| Merck & Co Inc | 13.3 | ||
| Adobe Systems Inc | 12.8 | ||
| ASML Holding NV | 12.5 | ||
| Duke Energy Corp | 12.5 | ||
| Starbucks Corp | 12.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,138 | 439.8 |
| (b) Individuals (high net worth individuals) | 384 | 1,206.4 |
| (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 | 57 | 170.7 |
| (h) Charitable organizations | 2 | 2.0 |
| (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 | 17 | 25.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,029 | 1,844.6 |
| By Discretionary | ||
| Discretionary | 3,508 | 1,686.8 |
| Non-Discretionary | 521 | 157.8 |
| Total | 4,029 | 1,844.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.7 | |
| United States Persons | 1,832.9 | |
| Total | 4,029 | 1,844.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001539948] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
United Asset Strategies Inc
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|
NY | 1.8 |
|
United Wealth Planning LLC
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|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rather & Kittrell Inc
✚
|
TN | 1.9 |
|
Private Wealth Asset Management LLC
✚
|
NE | 1.8 |
|
Balis Enterprises LLC
✚
|
1.8 | |
|
Traynor Capital Management Inc
✚
|
PA | 1.8 |
|
The Investment Counsel Company of Nevada
✚
|
NV | 1.8 |
|
AMI Asset Management Corp
✚
|
CA | 1.8 |
|
Redhawk Wealth Advisors Inc
✚
|
MN | 1.8 |
|
Expand Financial LLC
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|
1.8 | |
|
Golden State Wealth Management LLC
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|
CA | 1.8 |
|
Stonebridge Financial Group LLC
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|
PA | 1.8 |