Insights

Industry Recognition United Asset Strategies has been recognized as a Forbes 2025 Top RIA firm, highlighting its industry credibility and potential for high-quality client service that appeals to high-net-worth individuals and institutions.

Growth & Investment The company actively invests in assets such as stakes in New Jersey Resources and Take-Two Interactive Software, indicating an openness to expanding its investment portfolio and exploring new market opportunities.

Client-Centric Approach With a focus on tailored financial planning, diversification, and disciplined money management, United Asset Strategies emphasizes personalized service, which presents opportunities for premium asset management solutions and technology that enhances client engagement.

Market Position Competing with major industry players like Charles Schwab and Fidelity, United Asset Strategies is positioned as a boutique firm with a specialized focus, ideal for premium financial services and advanced advisory solutions targeted at discerning clients.

Financial Stability With revenue estimated between $50 million and $100 million, the company demonstrates solid financial health, making it a viable prospect for ongoing investment in technology, compliance, and innovative financial products to support growth.

Similar companies to United Asset Strategies, Inc.

United Asset Strategies, Inc. Tech Stack

United Asset Strategies, Inc. uses 8 technology products and services including Google Hosted Libraries, Joomla, Font Awesome, and more. Explore United Asset Strategies, Inc.'s tech stack below.

Google Hosted Libraries
Content Delivery Network
Joomla
Content Management System
Font Awesome
Font Scripts
jQuery UI
Javascript Libraries
Google Maps
Maps
ZURB Foundation
UI Frameworks
Bootstrap
UI Frameworks
X-Content-Type-Options
Web & Portal Technology

Media & News

United Asset Strategies, Inc.'s Email Address Formats

United Asset Strategies, Inc. uses at least 2 format(s):

United Asset Strategies, Inc. Email Formats	Example	Percentage
FirstL@unitedassetstrategies.com	JohnD@unitedassetstrategies.com	59%
First.Last@unitedassetstrategies.com	John.Doe@unitedassetstrategies.com	35%
FirstLast@unitedassetstrategies.com	JohnDoe@unitedassetstrategies.com	6%
FirstL@unitedasset.com	JohnD@unitedasset.com	64%
FLast@unitedasset.com	JDoe@unitedasset.com	36%

Frequently Asked Questions

Where is United Asset Strategies, Inc.'s headquarters located?

United Asset Strategies, Inc.'s main headquarters is located at 377 Oak St, Suite 403 Garden City, New York 11530, US. The company has employees across 2 continents, including North AmericaAfrica.

What is United Asset Strategies, Inc.'s phone number?

You can contact United Asset Strategies, Inc.'s main corporate office by phone at

+1-516-222-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is United Asset Strategies, Inc.'s official website and social media links?

United Asset Strategies, Inc.'s official website is unitedasset.com and has social profiles on LinkedIn.

What is United Asset Strategies, Inc.'s SIC code NAICS code?

United Asset Strategies, Inc.'s SIC code is 6399 - Insurance Carriers, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does United Asset Strategies, Inc. have currently?

As of October 2025, United Asset Strategies, Inc. has approximately 50 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Executive Officer: M. D.Chief Operating Officer: B. M.Chief Operating Officer: M. S.. Explore United Asset Strategies, Inc.'s employee directory with LeadIQ.

What industry does United Asset Strategies, Inc. belong to?

United Asset Strategies, Inc. operates in the Investment Management industry.

What technology does United Asset Strategies, Inc. use?

United Asset Strategies, Inc.'s tech stack includes Google Hosted LibrariesJoomlaFont AwesomejQuery UIGoogle MapsZURB FoundationBootstrapX-Content-Type-Options.

What is United Asset Strategies, Inc.'s email format?

United Asset Strategies, Inc.'s email format typically follows the pattern of FirstL@unitedassetstrategies.com. Find more United Asset Strategies, Inc. email formats with LeadIQ.

When was United Asset Strategies, Inc. founded?

United Asset Strategies, Inc. was founded in 1992.

United Asset Strategies, Inc.

Q: What technology does United Asset Strategies, Inc. use?

United Asset Strategies, Inc.'s tech stack includes cdnjs, Pikaday, AddToAny, Modernizr, reCAPTCHA.

Investment ManagementUnited States11-50 Employees

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.