$65.8M Total AUM
$65.8M Disc. AUM
-- 3Y CAGR
4 Employees
105 ADV. Clients
15 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-2011
- Office Locations
- 1
Office Locations
152 Conant St. Suite 201 Beverly MA
About US Advisory Group
US Advisory Group is a Boston-area wealth and retirement planning firm serving business owners and families, pairing values-based discovery (“Life by Design”) with ongoing financial planning and investment management. The team focuses on building long-term investment plans aligned to client goals and relationships, and offers a “15 Minute Retirement Planner” resource. Custodies through LPL Financial.
Team overview
51 AVG AGE
$32.9M AVG AUM / ADVISOR
$627.0K AVG AUM / CLIENT
8.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
F
FREDERICK VINCENT MCDONALD
Advisor
- CRD
- #706872
- Ownership
- 50% but less than 75%
Available
Available
Available
CHRISTOPHER LYNCH MCDONALD
Chief Executive Officer, Managing Member
- CRD
- #5870728
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,839,294 | -- |
| Non-Discretionary | $0 | $322,344 |
| Total | $65,839,294 | $322,344 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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