United Asset Strategies

United Asset Strategies

Investment Management, 377 Oak St, Garden City, New York, 11530, United States, 11-50 Employees

unitedasset.com

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phone no Phone Number: 51********

Who is 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...

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  • 377 Oak St, Garden City, New York, 11530, United States Headquarters: 377 Oak St, Garden City, New York, 11530, United States
  • 1992 Date Founded: 1992
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from UNITED ASSET STRATEGIES

United Asset Strategies Org Chart and Mapping

Employees

Roger Bodian

Client Management Specialist

Marianne Hocknell

Senior Pension Consultant

Andrew Lee

Investment & Data Specialist

Robin Bischoff

Managing Director, Client Experience

Donna Brzoza

Bookkeeper, Insurance Assistance

Kasia Cichon

Vice President, Data Integration

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Frequently Asked Questions Regarding United Asset Strategies

Answer: United Asset Strategies's headquarters are located at 377 Oak St, Garden City, New York, 11530, United States

Answer: United Asset Strategies's phone number is 51********

Answer: United Asset Strategies's official website is https://unitedasset.com

Answer: United Asset Strategies's revenue is $10 Million to $25 Million

Answer: United Asset Strategies's SIC: 6282

Answer: United Asset Strategies's NAICS: 523940

Answer: United Asset Strategies has 11-50 employees

Answer: United Asset Strategies is in Investment Management

Answer: United Asset Strategies top competitors include: Bessemer Trust , Fidelity Investments , KeyBanc Capital Markets

Answer: United Asset Strategies contact info: Phone number: 51******** Website: https://unitedasset.com

Answer: 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.

Answer:

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