Key facts
- UNITED ASSET STRATEGIES INC. is a other based in GARDEN CITY, NY.
- UNITED ASSET STRATEGIES INC. reports $13.5M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 107434- Regulatory AUM
- $13.5M
- Private fund assets
- —
- Private funds
- —
- Staff
- 33
- Registered office
- GARDEN CITY, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for UNITED ASSET STRATEGIES INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is UNITED ASSET STRATEGIES INC.'s AUM?
- UNITED ASSET STRATEGIES INC. manages approximately $13.5M in assets.