SEC Form ADV

UNITED ASSET STRATEGIES INC.

Registered Investment AdviserNY
$2.2B
Assets Under Management
33
Employees
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Registration Details

Accession
crd-107434
Location
GARDEN CITY, NY
Filing Date
July 9, 2026
AUM
$2.2B
Institutional Clients
73
Employees
33
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

UNITED ASSET STRATEGIES INC. is a registered investment adviser headquartered in GARDEN CITY, NY, managing approximately $2.2B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.