Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
113104524
SEC advisor number
801-41464
FINRA CRD number
107434
AUM ?
$1.59 bn
(as of 29 Mar 24)
Accounts
3,812
(as of 29 Mar 24)
Employees
32
(16 investment advisory or research)
Address
United Asset Strategies
377 OAK STREET/STE 403
GARDEN CITY
NY 11530
377 OAK STREET/STE 403
GARDEN CITY
NY 11530
Phone
516-222-0021
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22