US Asset Management, LLC
% of assets managed in Pittsburgh, PA
SEC registeredNo commissions reported
Public-record details
- Address
- 211 N. Whitfield Street, Suite 201, Pittsburgh, PA 15206
- Phone
- (412) 231-8209
- Listed under
- % of assets managed
- CRD number
- 124234
- Registration
- SEC registered since 2003-01-31
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Other (Fee Sharing Arrangement)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $358.5 million
- Accounts managed
- 49
- Clients reported (Form ADV 5.D)
- 48
- Individual / high-net-worth clients
- 0 / 7
- Employees
- 6
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- Yes — see IAPD for details
- Latest Form ADV filing
- 2026-03-05
Read the official record
- SEC IAPD summary for CRD 124234 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
- FINRA BrokerCheck — look up the individual advisers at this firm.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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