Company Overview
- Headquarters
- 377 Oak St Ste 403, Garden City NY
- Website
- unitedasset.com
- Phone
- (516) 222-****
- Employees
- 32
- Founded in
- 1992
- Industry
- Investment Bank/Securities Brokerage
- NAICS Codes
-
51 - Information517 - Telecommunications52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- SIC Codes
-
48 - Communications481 - Telephone Communications
Financials & Stats
Revenue
$15B
Who is United Asset Strategies Inc
United Asset Strategies Inc. is a financial services firm located in Garden City, New York. Founded as a corporation, the company employs 32 individuals. United Asset Strategies specializes in providing financial planning and investment management services. Their offerings include developing customized investment strategies, retirement planning, and estate planning solutions tailored to meet the specific needs and goals of their clients. The firm emphasizes diversification as a core investment principle and prides itself on delivering exceptional customer service and diligent daily money management. Clients interested in learning more about United Asset Strategies' services can visit their website at unitedasset.com.
Company Leadership
United Asset Strategies Inc Industry Tags
Wealth Management
Financial Planning
Retirement Planning
Elder Care Planning
Estate Planning
401k
IRA
Investing
Pensions
Fiduciary ERISA Services
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
FAQ
What is the location of United Asset Strategies Inc's headquarters?
The headquarters of United Asset Strategies Inc are situated at 377 Oak St Ste 403, Garden City NY
What is United Asset Strategies Inc's phone number?
United Asset Strategies Inc's contact number is (516) 222-****.
What is United Asset Strategies Inc's official website?
The official website of United Asset Strategies Inc can be found at unitedasset.com.
What is United Asset Strategies Inc's current revenue?
As of October 2016, United Asset Strategies Inc's annual revenue reached $15B.
How many employees does United Asset Strategies Inc currently have?
United Asset Strategies Inc employs approximately 32+ people as of October 2016
Which industries is United Asset Strategies Inc primarily operating in?
United Asset Strategies Inc operates in the following industries: Investment Management
Who is the Co-Founder of United Asset Strategies Inc?
United Asset Strategies Inc's Co-Founder is Lee DeLorenzo
What are United Asset Strategies Inc's industry tags?
United Asset Strategies Inc's industry tags include: Wealth Management, Financial Planning, Retirement Planning
When was United Asset Strategies Inc founded?
United Asset Strategies Inc was founded in 1992.