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- Custodian
- Charles Schwab & Company ยท Hsbc
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-1992
- Office Locations
- 1
Office Locations
About Financial Decisions (USA) LLC
Financial Decisions (USA) LLC is a Amherst-based RIA. The firm has been operating for 33 years. Managing $39.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Hsbc.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 135 clients, or 135 clients per representative. That equates to $293.2K in reported AUM per client.
The profile lists 1 reported office location and 33 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
GARY MICHAEL ANDALORA
Managing Director, President
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,588,437 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,588,437 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Financial Decisions (USA) LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.