USA 401K

Overview

USA 401k is an independent Registered Investment Adviser organized as a limited liability company that serves individual and family clients, with a service mix that includes financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm charges clients on a percentage-of-assets basis and shows a clear preference for liquid equity exposure — exchange-traded equities are flagged as the most used asset type. USA 401k is not an active ESG investor and does not operate as a multi-state adviser. Given the firm’s advisory activities and its industry affiliations with a law firm and a real estate broker, its practice appears focused on retirement planning and small-plan consulting where direct access to third-party managers and tailored retirement solutions (including annuities) are useful supplements to core investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices