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Usaworld Capital LLC

Usaworld Capital LLC. CRD 146454

Usaworld Capital LLC logo

CRD: 146454

Usaworld Capital LLC

$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
--
Established Date
05-13-2009
Office Locations
1

Office Locations

-- Canton MI

About Usaworld Capital LLC

USAWORLD Capital LLC is an independent, client-paid retirement advisor in Canton, MI, providing investment advisory and management for Michigan residents and Michigan-registered businesses. Supports employer plans (401(k), SEP, SIMPLE and Solo 401(k)) plus IRAs, brokerage accounts and hourly consulting. Portfolio construction emphasizes ETFs alongside mutual funds, stocks and bonds, with an unbiased, non-broker-affiliated approach.

Team overview

-- AVG AGE
$5.9M AVG AUM / ADVISOR
$72.5K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Custodian

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

K

KINGSHOOK GHOSH

Financial Advisor, Managing Partner

CRD
#4631877
Ownership
50% but less than 75%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $5,872,167 --
Non-Discretionary $0 --
Total $5,872,167 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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