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U.S.A. FINANCIAL & TAX SERVICES, LLC
U.S.A. FINANCIAL & TAX SERVICES, LLC
GLASTONBURY, Connecticut
·
1 registered advisor
·
CRD# 306214
SEC# 801-131690
0
860-430-2138
01
Firm Overview
AUM
$118M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at U.S.A. FINANCIAL & TAX SERVICES, LLC
1 registered advisor
Michael Joseph Alimo
GLASTONBURY, Connecticut
CRD# 4727586
05
Office Locations
GLASTONBURY, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. U.S.A. FINANCIAL & TAX SERVICES, LLC (CRD# 306214) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.