UNITED ASSET STRATEGIES INC.
CRD #107434 SEC #801-41464 GARDEN CITY, NY 516-222-0021
SEC Registered
Total AUM
$1.8B
Discretionary
$1.7B
Employees
32
Clients
51
Accounts
4,029
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.8B | $1.7B | $157.8M | 32 | 0 |
| Mar 2025 | $1.8B | $1.7B | $157.8M | 32 | 0 |
| Jul 2024 | $1.7B | $1.6B | $147.4M | 32 | 0 |
| Mar 2024 | $1.6B | $1.4B | $145.9M | 32 | 0 |
| Mar 2023 | $1.3B | $1.2B | $122.4M | 30 | 0 |
| Mar 2023 | $1.3B | $1.2B | $122.4M | 30 | 0 |
| Dec 2022 | $1.5B | $1.4B | $165.8M | 30 | 0 |
| Jun 2022 | $1.5B | $1.4B | $165.8M | 30 | 0 |
| May 2022 | $1.5B | $1.4B | $165.8M | 30 | 0 |
| Mar 2022 | $1.5B | $1.4B | $165.8M | 30 | 0 |
| Dec 2021 | $1.5B | $1.3B | $165.7M | 25 | 0 |
| Nov 2021 | $1.5B | $1.3B | $165.7M | 25 | 0 |
| Nov 2021 | $1.5B | $1.3B | $165.7M | 25 | 0 |
| Jul 2021 | $1.4B | $1.2B | $181M | 25 | 0 |
| Apr 2021 | $1.3B | $1.2B | $174.7M | 25 | 0 |
| Mar 2021 | $1.3B | $1.1B | $170.2M | 25 | 0 |
| Mar 2021 | $1.3B | $1.1B | $170.2M | 25 | 0 |
| Jan 2021 | $1.3B | $1.1B | $170.2M | 25 | 0 |
| Aug 2020 | $1.1B | $921.7M | $148M | 24 | 0 |
| Jun 2020 | $1.1B | $921.7M | $148M | 24 | 0 |
| Feb 2020 | $1.1B | $921.7M | $148M | 24 | 0 |
| Mar 2019 | $873M | $759.7M | $113.3M | 22 | 0 |
| Oct 2018 | $902.2M | $771.1M | $131.1M | 21 | 0 |
| Sep 2018 | $902.2M | $771.1M | $131.1M | 21 | 0 |
| Mar 2018 | $902.2M | $771.1M | $131.1M | 21 | 0 |
| Jun 2017 | $840.3M | $703.4M | $136.9M | 21 | 800 |
| Mar 2017 | $800.4M | $659.3M | $141.1M | 21 | 800 |
| Mar 2016 | $700.1M | $584.8M | $115.3M | 21 | 800 |
| Mar 2016 | $700.1M | $584.8M | $115.3M | 21 | 800 |
| Dec 2015 | $705.8M | $591.3M | $114.5M | 18 | 800 |
| Feb 2015 | $737.6M | $663.5M | $74.1M | 18 | 800 |
| Aug 2014 | $731M | $659.1M | $71.9M | 18 | 800 |
| Mar 2014 | $694.1M | $618.7M | $75.4M | 18 | 800 |
| Mar 2014 | $694.1M | $618.7M | $75.4M | 18 | 800 |
| Dec 2013 | $662.3M | $604.5M | $57.8M | 19 | 800 |
| Dec 2013 | $662.3M | $604.5M | $57.8M | 19 | 800 |
| Oct 2013 | $662.3M | $604.5M | $57.8M | 19 | 800 |
| Aug 2013 | $667.5M | $612.8M | $54.7M | 19 | 800 |
| May 2013 | $641.5M | $583.7M | $57.8M | 19 | 800 |
| Apr 2013 | $641.5M | $583.7M | $57.8M | 19 | 800 |
| Mar 2013 | $641.5M | $583.7M | $57.8M | 19 | 800 |
| Jan 2013 | $619.7M | $562.9M | $56.8M | 19 | 700 |
| Apr 2012 | $508.9M | $456.8M | $52.1M | 11 | 700 |
| Apr 2012 | $508.9M | $456.8M | $52.1M | 11 | 700 |
| Mar 2012 | $508.9M | $456.8M | $52.1M | 11 | 700 |
| Nov 2011 | $444.8M | $367.8M | $77M | 11 | 500 |
| Nov 2011 | $444.8M | $367.8M | $77M | 11 | 500 |
| May 2011 | $444.8M | $367.8M | $77M | -- | -- |
| Mar 2011 | $444.8M | $367.8M | $77M | -- | -- |
| Mar 2011 | $444.8M | $367.8M | $77M | -- | -- |
| Feb 2011 | $388M | $321M | $67M | -- | -- |
| Sep 2010 | $388M | $321M | $67M | -- | -- |
| Aug 2010 | $325M | $272M | $53M | -- | -- |
| Jan 2010 | $325M | $272M | $53M | -- | -- |
| Oct 2009 | $276.7M | $235.4M | $41.3M | 10 | -- |
| Nov 2007 | $196.2M | $151.2M | $45M | 10 | -- |
| Mar 2007 | $196.2M | $151.2M | $45M | 10 | -- |
| Feb 2006 | $172M | $157.4M | $14.6M | 10 | -- |
| Sep 2005 | $172.4M | $160.8M | $11.6M | 10 | -- |
| Jan 2005 | $172.4M | $160.8M | $11.6M | 10 | -- |
| Jul 2004 | $146.5M | $141.5M | $5M | 10 | -- |
| Apr 2004 | $146.5M | $141.5M | $5M | 10 | -- |
| Mar 2002 | $118M | $115M | $3M | 10 | -- |
DateDec 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$157.8M
Employees32
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$157.8M
Employees32
Clients0
DateJul 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$147.4M
Employees32
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$145.9M
Employees32
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$122.4M
Employees30
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$122.4M
Employees30
Clients0
DateDec 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$165.8M
Employees30
Clients0
DateJun 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$165.8M
Employees30
Clients0
DateMay 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$165.8M
Employees30
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$165.8M
Employees30
Clients0
DateDec 2021
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$165.7M
Employees25
Clients0
DateNov 2021
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$165.7M
Employees25
Clients0
DateNov 2021
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$165.7M
Employees25
Clients0
DateJul 2021
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$181M
Employees25
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$174.7M
Employees25
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$170.2M
Employees25
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$170.2M
Employees25
Clients0
DateJan 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$170.2M
Employees25
Clients0
DateAug 2020
Total AUM$1.1B
Discretionary$921.7M
Non-Disc.$148M
Employees24
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$921.7M
Non-Disc.$148M
Employees24
Clients0
DateFeb 2020
Total AUM$1.1B
Discretionary$921.7M
Non-Disc.$148M
Employees24
Clients0
DateMar 2019
Total AUM$873M
Discretionary$759.7M
Non-Disc.$113.3M
Employees22
Clients0
DateOct 2018
Total AUM$902.2M
Discretionary$771.1M
Non-Disc.$131.1M
Employees21
Clients0
DateSep 2018
Total AUM$902.2M
Discretionary$771.1M
Non-Disc.$131.1M
Employees21
Clients0
DateMar 2018
Total AUM$902.2M
Discretionary$771.1M
Non-Disc.$131.1M
Employees21
Clients0
DateJun 2017
Total AUM$840.3M
Discretionary$703.4M
Non-Disc.$136.9M
Employees21
Clients800
DateMar 2017
Total AUM$800.4M
Discretionary$659.3M
Non-Disc.$141.1M
Employees21
Clients800
DateMar 2016
Total AUM$700.1M
Discretionary$584.8M
Non-Disc.$115.3M
Employees21
Clients800
DateMar 2016
Total AUM$700.1M
Discretionary$584.8M
Non-Disc.$115.3M
Employees21
Clients800
DateDec 2015
Total AUM$705.8M
Discretionary$591.3M
Non-Disc.$114.5M
Employees18
Clients800
DateFeb 2015
Total AUM$737.6M
Discretionary$663.5M
Non-Disc.$74.1M
Employees18
Clients800
DateAug 2014
Total AUM$731M
Discretionary$659.1M
Non-Disc.$71.9M
Employees18
Clients800
DateMar 2014
Total AUM$694.1M
Discretionary$618.7M
Non-Disc.$75.4M
Employees18
Clients800
DateMar 2014
Total AUM$694.1M
Discretionary$618.7M
Non-Disc.$75.4M
Employees18
Clients800
DateDec 2013
Total AUM$662.3M
Discretionary$604.5M
Non-Disc.$57.8M
Employees19
Clients800
DateDec 2013
Total AUM$662.3M
Discretionary$604.5M
Non-Disc.$57.8M
Employees19
Clients800
DateOct 2013
Total AUM$662.3M
Discretionary$604.5M
Non-Disc.$57.8M
Employees19
Clients800
DateAug 2013
Total AUM$667.5M
Discretionary$612.8M
Non-Disc.$54.7M
Employees19
Clients800
DateMay 2013
Total AUM$641.5M
Discretionary$583.7M
Non-Disc.$57.8M
Employees19
Clients800
DateApr 2013
Total AUM$641.5M
Discretionary$583.7M
Non-Disc.$57.8M
Employees19
Clients800
DateMar 2013
Total AUM$641.5M
Discretionary$583.7M
Non-Disc.$57.8M
Employees19
Clients800
DateJan 2013
Total AUM$619.7M
Discretionary$562.9M
Non-Disc.$56.8M
Employees19
Clients700
DateApr 2012
Total AUM$508.9M
Discretionary$456.8M
Non-Disc.$52.1M
Employees11
Clients700
DateApr 2012
Total AUM$508.9M
Discretionary$456.8M
Non-Disc.$52.1M
Employees11
Clients700
DateMar 2012
Total AUM$508.9M
Discretionary$456.8M
Non-Disc.$52.1M
Employees11
Clients700
DateNov 2011
Total AUM$444.8M
Discretionary$367.8M
Non-Disc.$77M
Employees11
Clients500
DateNov 2011
Total AUM$444.8M
Discretionary$367.8M
Non-Disc.$77M
Employees11
Clients500
DateMay 2011
Total AUM$444.8M
Discretionary$367.8M
Non-Disc.$77M
Employees--
Clients--
DateMar 2011
Total AUM$444.8M
Discretionary$367.8M
Non-Disc.$77M
Employees--
Clients--
DateMar 2011
Total AUM$444.8M
Discretionary$367.8M
Non-Disc.$77M
Employees--
Clients--
DateFeb 2011
Total AUM$388M
Discretionary$321M
Non-Disc.$67M
Employees--
Clients--
DateSep 2010
Total AUM$388M
Discretionary$321M
Non-Disc.$67M
Employees--
Clients--
DateAug 2010
Total AUM$325M
Discretionary$272M
Non-Disc.$53M
Employees--
Clients--
DateJan 2010
Total AUM$325M
Discretionary$272M
Non-Disc.$53M
Employees--
Clients--
DateOct 2009
Total AUM$276.7M
Discretionary$235.4M
Non-Disc.$41.3M
Employees10
Clients--
DateNov 2007
Total AUM$196.2M
Discretionary$151.2M
Non-Disc.$45M
Employees10
Clients--
DateMar 2007
Total AUM$196.2M
Discretionary$151.2M
Non-Disc.$45M
Employees10
Clients--
DateFeb 2006
Total AUM$172M
Discretionary$157.4M
Non-Disc.$14.6M
Employees10
Clients--
DateSep 2005
Total AUM$172.4M
Discretionary$160.8M
Non-Disc.$11.6M
Employees10
Clients--
DateJan 2005
Total AUM$172.4M
Discretionary$160.8M
Non-Disc.$11.6M
Employees10
Clients--
DateJul 2004
Total AUM$146.5M
Discretionary$141.5M
Non-Disc.$5M
Employees10
Clients--
DateApr 2004
Total AUM$146.5M
Discretionary$141.5M
Non-Disc.$5M
Employees10
Clients--
DateMar 2002
Total AUM$118M
Discretionary$115M
Non-Disc.$3M
Employees10
Clients--