U.s.a. Financial & Tax Services, LLC
U.s.a. Financial & Tax Services, LLC is an SEC-registered mass-market adviser in Glastonbury, CT with $159.3M assets under management (AUM, regulatory AUM), +33% over one year. See who owns U.s.a. Financial & Tax Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306214, SEC 801-131690, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $159.3M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Glastonbury, CT
- Employees
- 3
- Clients
- 660
- CRD
- 306214
- Ownership
- ALIMO, MICHAEL, JOSEPH
How much AUM does U.s.a. Financial & Tax Services, LLC have?
U.s.a. Financial & Tax Services, LLC reported $159.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns U.s.a. Financial & Tax Services, LLC?
Disclosed owners and executives of U.s.a. Financial & Tax Services, LLC include ALIMO, MICHAEL, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.