$32.4M Total AUM
$32.4M Disc. AUM
-- 3Y CAGR
3 Employees
45 ADV. Clients
22 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-24-2004
- Office Locations
- 2
Office Locations
10800 Sikes Place Suite 300 Charlotte NC
6010 W Spring Creek Parkway Plano TX
About USA Asset Management, LLC
USA Asset Management, LLC is a Plano-based RIA with 2 offices. The firm has been operating for 22 years. Managing $32.4M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$16.2M AVG AUM / ADVISOR
$720.1K AVG AUM / CLIENT
12.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
M
MARCUS ANTHONY MENDEZ
Managing Member
- CRD
- #3188441
- Ownership
- 75% or more
Available
Available
Available
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C
CAROLINE MERRITT PEEK
Financial Planner
- CRD
- #3050450
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,403,188 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,403,188 | -- |
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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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