US Financial Advisors LLC

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Assets, Funds, Holdings

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US Financial Advisors LLC
CRD #108763
SEC #801-55953
CIK #0001640420, 0001597690, 0001766226, 0001766909, 0001332748
AUM $538.8 MM (100% Disc, 100% US, 2020-07-09)
Employees 39 (59% Investors, 41% Brokers)
Phone781-849-9200
Address30 Braintree Hill Office Park
Braintree, MA 02184
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
60048036024012001999200620132021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 674,750.0 9.4
MSFT 747,660.0 7.0
LLY 122,580.0 3.1
RIO 82,990.0 2.4
TSCO 9,850.0 2.1
UNH 239,660.0 2.0
TSM 191,420.0 1.8
NKE 117,740.0 1.8
HD 194,080.0 1.8
WMT 270,620.0 1.7
View All
Holdings by Sector ($MM)
60048036024012002013201520182021
EDGAR Form CIK 2011 - 2021
4 [0001332748]
13F-HR [0001597690]
13F-HR [0001640420]
13F-HR [0001766226]
13F-HR [0001766909]
Form 3/4/5 Subject 2011-2021
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