Us Asset Management, LLC is a large advisory firm based in Pittsburgh. It manages $176.81 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.
Us Asset Management provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Us Asset Management, LLC is $176.81 million. The firm's AUM has grown by 491% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Us Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Patrick Joseph Naughton is state or municipal government entities with 23 clients and $168.59 million of assets under management. Among the 12 most similar advisory firms, Us Asset Management has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $168.59 million for 23 clients. None of the firm’s clients are foreign persons or businesses.
Us Asset Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Patrick Joseph Naughton has been acting as President since 1 Jan 2006. Matthew J Zeleznik joined the executive team most recently as the Cco.
The principal office where Us Asset Management, LLC performs its advisory services is located at 211 N. Whitfield Street, Pittsburgh, PA 15206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-231-8209 or by fax 412-231-8210. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at usasset.net/.