US Asset Management, LLC

Overview

US Asset Management, LLC is an SEC-registered institutional RIA formed in 2003 and organized as a limited liability company. The firm operates as a capital allocator serving both individual & family clients and institutional accounts. Its advisory model includes portfolio management for individuals, small businesses and institutions, plus the selection of third‑party managers. Fees are charged as a percentage of assets under management and under other arrangements. The firm does not describe itself as an active ESG investor and is not presented as a multi‑state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives