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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALIMO, MICHAEL, JOSEPH | I | MANAGING MEMBER/CCO | E | Control |
| ALIMO, MICHAEL, JOSEPH | I | MANAGING MEMBER/CCO | E | Control |
| ALIMO, MICHAEL, JOSEPH | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Feb 27, 2025 REGISTERED
Notice Filings (1)
CT
Address
628 HEBRON AVESUITE 505
GLASTONBURY, CT 06033
United States
Phone: 860-430-2138