UNITED ASSET STRATEGIES INC.
SEC Form ADV profile.
Total regulatory AUM
$2,218,000,000
Discretionary
$2,046,100,000
Non-discretionary
$171,900,000
Firm details
- CRD number
- 107434
- SEC file number
- 801-41464
- Main office
- GARDEN CITY, NY, United States
- Employees
- 33
- SEC status
- Approved
- Website
- HTTP://WWW.UNITEDASSET.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.