U.S.A. FINANCIAL & TAX SERVICES, LLC
CRD #306214 SEC #801-131690 GLASTONBURY, CT 860-430-2138
SEC Registered
Total AUM
$120M
Discretionary
$120M
Employees
2
Clients
51
Accounts
400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $120M | $120M | $0 | 2 | 150 |
| Jan 2025 | $118.5M | $118.5M | $0 | 2 | 12 |
| Nov 2024 | $118.5M | $118.5M | $0 | 3 | 12 |
DateFeb 2025
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients150
DateJan 2025
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees2
Clients12
DateNov 2024
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees3
Clients12