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Us Advisory Group Inc (Wakefield)


Us Advisory Group Inc is a large advisory firm based in Wakefield. It manages $90 million of regulatory assets for 485 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 7 other states.

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Us Advisory Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Us Advisory Group: assets under management

The assets under management (AUM) of Us Advisory Group Inc is $90 million. The firm's AUM has grown by 125% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $78 million in discretionary accounts and $12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $300 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Us Advisory Group Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wakefield

The principal office where Us Advisory Group Inc performs its advisory services is located at 301 Edgewater Place, Wakefield, MA 01880, 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 781-246-0222 or by fax 781-246-9096. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at usadvisory.com.


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