U.S. WEALTH GROUP, LLC
Investment Advice|WOODBURY, NY|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$154.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 154.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 141062 |
| SEC Number | 801-66977 |
| Street Address | 7600 JERICHO TURNPIKE |
| Street Address 2 | SUITE 303 |
| Location | WOODBURY, NY 11797 |
| Country | United States |
| Phone | 516-682-9800 |
| Fax | 866-650-0938 |
| Total Employees | 2 |
| Business Types | insurance_broker |
Client Count by Type (256 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 207 |
| High Net Worth Individual… | 49 |
County data not available for this organization.