US ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 124234
- Registered since
- January 31, 2003
- Website
- www.usasset.net
- Custodians
- WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- State / Municipal Government81%
- Other11.69%
- Pension & Profit Sharing Plans4.72%
- HNWI2.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
US Asset Management, LLC is a privately owned limited liability company that has been SEC-registered since 2003. The firm serves both individual/family clients and institutional clients and functions as a capital allocator that also hires outside managers. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fees are charged as a percentage of assets under management and through other arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Private Funds18%
- Other17%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1Michael Flaherty
Chief Compliance OfficerCRD 7523196
Contacts
3 of 4CHRISTIAN ZERNICH
Registered RepresentativeCRD 2368941
EMERY LEVICK
DirectorCRD 1675803
CARLO KAZMIERCZYK
Quantitative AnalystCRD 6751973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$701K in ETFs
100%
$701K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA SEMICONDUCTORS (USD) | ProShares | Passive | Trading Leveraged Equity | $701K | 14,626 | 100.00% |
Location
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 211 N Whitfield St
- Time zone
- ET (UTC-5)
- Office locations
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