U.S.A. FINANCIAL & TAX SERVICES, LLC

U.S.A. FINANCIAL & TAX SERVICES, LLC of FARMINGTON, CT is an SEC-registered investment adviser (CRD 306214). Regulatory assets under management: $159.3M.

Registration

• CRD: 306214
• SEC file number: 801-131690
• Type: Registered investment adviser
• Location: 855 FARMINGTON AVE, FARMINGTON, CT, 06032
• Phone: 860-430-2138
• Latest filing: 2026-04-22
• Regulatory AUM: $159.3M
• Discretionary AUM: $159.3M
• Clients: 3
• Accounts: 660

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 306214 on SEC IAPD (source of record)
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