Andy
Selfors
United Asset Strategies Inc
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About this Advisor
Andy Selfors is a financial advisor operating in Garden City, New York with a total of 2 years of relevant experience. Selfors currently works for United Asset Strategies Inc. Throughout their career, Selfors has worked at United Asset Strategies, Inc, Baruch College, Rajkav, Inc, Kellenberg Memorial High School and Queens College. Selfors is approved to operate in New York. United Asset Strategies Inc is a registered investment firm headquartered in Garden City, NY. It handles $1 billion in assets between its 3,656 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 3,656 accounts, 21% are associated with high-net-worth individuals who have at least $1 million in investable assets. United Asset Strategies Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types billed by United Asset Strategies Inc can consist of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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United Asset Strategies Inc Brokerage Details
$1,328,700,000
30
3,656
$363,430
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Andy Selfors Work History
Andy has been registered as a financial advisor for 2 years.*
United Asset Strategies, Inc
Baruch College
Queens College
Rajkav, Inc
Kellenberg Memorial High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andy Selfors to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Asset Strategies Inc
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
Garden City, NY
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