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| USA Financial & Tax Services LLC
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|---|---|
| CRD # | 306214 |
| SEC # | 801-131690 |
| CIK # | |
| AUM | $120.0 M (2025-02-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 860-430-2138 |
| Address | 628 Hebron Ave Glastonbury, CT 06033 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 89.0 |
| (b) Individuals (high net worth individuals) | 22 | 31.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 400 | 120.0 |
| By Discretionary | ||
| Discretionary | 400 | 120.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 400 | 120.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 119.8 | |
| Total | 400 | 120.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RHL Group LLC
✚
|
MI | 0.1 |
|
Cascade Financial Strategies LLC
✚
|
OR | 0.1 |
|
Anderson Griggs & Company Inc
✚
|
SC | 0.1 |
|
Maytal Asset Management LLC
✚
|
NY | 0.1 |
|
Vision Financial Management LLC
✚
|
OH | 0.1 |
|
Glover Park Wealth Management LLC
✚
|
VA | 0.1 |
|
Jackson & Associates Inc
✚
|
NM | 0.1 |
|
The Musuneggi Financial Group LLC
✚
|
PA | 0.1 |
|
Vanweelden Wealth Management LLC
✚
|
OH | 0.1 |
|
Goldfarb Financial Management LLC
✚
|
0.1 |