UNITED ASSET Overview
United Asset Strategies Inc. is an investment advisor that manages 737.6 MM dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 12/31/22. The fund's latest filing disclosed 717MM in positions, representing 97% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 12/31/22. The fund's latest filing disclosed 717MM in positions, representing 97% of the manager's regulatory AUM.
UNITED ASSET StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
UNITED ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| XLK | 3.3% | ETF | 18.68% | 0.44% | 0 | 9% | ||
| MSFT | 2.95% | Tech | 17.4% | -0.03% | 0 | 53% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
UNITED ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Lee Delorenzo | President | April-1992 |
| Kathryn P. Beller | Chief Compliance Officer | September-2009 |
UNITED ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
UNITED ASSET Investment Strategy
UNITED ASSET Portfolio Concentration
UNITED ASSET Location
666 OLD COUNTRY RD
SUITE 104
GARDEN CITY, New York
UNITED STATES, 11530
SUITE 104
GARDEN CITY, New York
UNITED STATES, 11530
UNITED ASSET Contact Information
Phone Number: 516-222-0021
Fax Number: 516-222-0163
Website: http://www.unitedasset.com
Fax Number: 516-222-0163
Website: http://www.unitedasset.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here