United Asset Strategies

Finance · New York, United States · 51-200 Employees

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Overview

Headquarters

377 Oak St Ste 403, Garden City, New Yor...

Phone Number

(516) 222-0021

Revenue

$14.7 Million

Industry

Finance Insurance Securities Trading

About United Asset Strategies

United Asset Strategies offers investment management, wealth management, corporate retirement planning, and insurance services. The company aims to be a trusted partner for its clients, focusing on their best interests through expertise in financial planning and transparent communication. Their collaborative team approach is designed to inspire confidence and peace of mind for clients. They cater to individuals and corporations seeking comprehensive financial solutions.Explore more
United Asset Strategies's Social MediaSIC Code 62,628NAICS Code 52,523Show more

United Asset Strategies Org Chart

MD
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Chief Executive Officer

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MA
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Managing Director, Corporate Retirement Plans

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RB
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Managing Director, Client Experience

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RS
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Managing Director, Client Development

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MH
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Managing Director, Business Operations

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CB
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Vice President, Client Services

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JA
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Vice President, Financial Planning

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AS
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Vice President, Operations

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AS
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Vice President, Client Services

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EG
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Executive Director, Wealth Management

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JS
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Investment Research Director, Portfolio Manag...

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Compare Similar Companies to United Asset Strategies

Compare insights from companies similar to United Asset Strategies, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

United Asset Strategies

$14.7M
51-200
Private
-
1997
$61.3M
201-500
Private
-
2004
Kevin Moss, Chief Executive Officer & Co-Founder at Tribalco
Kevin MossCEO & Co-Founder
$22.3M
51-200
Private
-
2007
AS
Allen SteveManager, Operations
$8M
11-50
Private
-
1975
EA
Elsadig AbdelmotalPresident and Franchisee
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
11-50
Private
-
1973
SA
Susan AudetteDirector, Finance & Planning
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United Asset Strategies Tech Stack

A closer look at the technologies used by United Asset Strategies

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Frequently Asked Questions Regarding United Asset Strategies

What is United Asset Strategies's official website?
United Asset Strategies's official website is www.unitedasset.com
What is United Asset Strategies's Revenue?
United Asset Strategies's revenue is $14.7 Million
What is United Asset Strategies's SIC code?
United Asset Strategies's SIC: 62,628
What is United Asset Strategies's NAICS code?
United Asset Strategies's NAICS: 52,523
How many employees does United Asset Strategies have?
United Asset Strategies has 51-200 employees
What industry does United Asset Strategies belong to?
United Asset Strategies is in the industry of: Finance, Insurance, Securities Trading
What is United Asset Strategies competition?
United Asset Strategies top competitors include: Tribalco, Telecycle, BeamaLife, Summit Financial
What technology does United Asset Strategies use?
Some of the popular technologies that United Asset Strategies uses are: Drupal, Google Universal Analytics, Cloudflare CDN, AddToAny
How do I contact United Asset Strategies?
United Asset Strategies contact info: Phone number: (516) 222-0021 Website: www.unitedasset.com
What does United Asset Strategies do?

United Asset Strategies offers investment management, wealth management, corporate retirement planning, and insurance services. The company aims to be a trusted partner for its clients, focusing on their best interests through expertise in financial planning and transparent communication. Their collaborative team approach is designed to inspire con... fidence and peace of mind for clients. They cater to individuals and corporations seeking comprehensive financial solutions.Read More

What are United Asset Strategies social media links?
United Asset Strategies Linkedin page United Asset Strategies Twitter page United Asset Strategies Facebook page
Is United Asset Strategies a public company?
United Asset Strategies is private company therefore does not currently have an official ticker symbol
See more information about United Asset Strategies

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