CRD: 306214
U.s.a. Financial & TAX Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2021
- Office Locations
- 1
Office Locations
About U.s.a. Financial & TAX Services, LLC
U.S.A. Financial & Tax Services is a Connecticut-based, father-and-son advisory built around coordinating financial planning with tax planning/prep, insurance strategies, and estate/legacy planning. The firm serves retail clients, including retirees and entrepreneurs, with portfolio management that commonly uses ETFs and fixed income. A distribution-friendly differentiator: high-touch, no-handoff service plus ongoing local education workshops; Schwab is a primary custodian.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JOSEPH ALIMO
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4727586
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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michael v alimo
Owner
- CRD
- #7694036
Carrie Lynn Fitzpatrick
--
- CRD
- #8208467
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,260,000 | $241,303 |
| Non-Discretionary | $0 | -- |
| Total | $159,260,000 | $241,303 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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