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 #0001172661, 0001597690, 0000842766, 0001766226, 0001640420, 0001766909, 0001332748
AUM $348.6 MM (2024-03-29)
Employees 12 (67% Investors, 0% Brokers)
Phone781-849-9200
Address30 Braintree Hill Office Park
Braintree, MA 02184
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
70056042028014002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 0.0
SGOL 0.0
ETR 22,747.4 0.0
TTE 138,067.2 0.0
AAPL 2,382,844.0 0.0
FE 21,575.5 0.0
VZ 211,914.0 0.0
MSFT 1,918,222.4 0.0
SO 75,035.5 0.0
INTC 154,482.4 0.0
View All
Holdings by Sector ($MM)
16012896643202012201620202025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 194 58.7
(b) Individuals (high net worth individuals) 93 244.5
(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 8 19.9
(h) Charitable organizations 5 0.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 6 18.7
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 6.0
(n) Other 0 0.0
Total 612 348.6
By Discretionary
Discretionary 612 348.6
Non-Discretionary 0 0.0
Total 612 348.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 348.6
Total 612 348.6
EDGAR Form CIK 2011 - 2024
13F-HR [0000842766]
4 [0001332748]
13F-HR [0001597690]
13F-HR [0001640420]
13F-HR [0001766226]
13F-NT [0001766226]
13F-HR [0001766909]
Form 3/4/5 Subject 2011 - 2024
Aunger Paul
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