United Asset Strategies Revenue
Investment Management • 
Uniondale, New York, United States • 21-50 Employees
United Asset Strategies revenue & valuation
| Annual revenue | $5,274,400 |
| Revenue per employee | $106,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $16,900,000 |
| Total funding | No funding |
Key Contacts at United Asset Strategies
Keith Douglas
Director, Fixed Income Trading And Portfolio Management
Michael Abate
Managing Director, Corporate Retirement Plans
Lee Delorenzo
Co-Founder
Matthew Delorenzo
Chief Executive Officer
Rich Sajkoski
Managing Director, Client Development
Robin Bischoff
Managing Director, Client Experience
Marisa Smith
Director, Client Development
Erin A. Gibbons
Executive Director, Wealth Management
Marianne Viscusi Hocknell
Managing Director Business Operations
Mira Finston
Managing Director, Client Affairs And Senior Underwriter
Company overview
| Headquarters | 377 Oak St, Suite 403, Garden City, New York 11530, US |
| Phone number | +15162220163 |
| Website | |
| NAICS | 5231 |
| SIC | 481 |
| Keywords | Pensions, Investing, 401K, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Elder Care Planning, Fiduciary Erisa Services |
| Founded | 1992 |
| Employees | 21-50 |
| Socials |
United Asset Strategies Email Formats
United Asset Strategies uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@unitedasset.com), used 73% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@unitedasset.com | 81.1% |
{first name}{last name} | johndoe@unitedasset.com | 18.9% |
About United Asset Strategies
At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients' unique financial goals and risk tolerances. We develop, implement and monitor sophisticated money management strategies, retirement, and estate planning in order to allow our clients to focus on what matters most to them and their families. United Asset Strategies believes that the single most important investment principle is diversification. We are committed to exceptional customer service and prudent, disciplined daily money management.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
United Asset Strategies has 18 employees across 6 departments.
Departments
Number of employees
Funding Data
United Asset Strategies has never raised funding before.
United Asset Strategies Tech Stack
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