U
$8.1K Total AUM
$8.1K Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2024
- Office Locations
- 1
Office Locations
ONE Financial Plaza 1350 Main Street Springfield MA
About USA 401k
USA 401k is a Springfield-based RIA. The firm has been operating for 2 years. Managing $8.1K in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Team overview
-- AVG AGE
$8.1K AVG AUM / ADVISOR
$678 AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Sean Francis Curran
Chief Compliance Officer, PRINCIPAL
- CRD
- #7572426
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,135 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,135 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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