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U.s.a. Financial & Tax Services, LLC

● SEC registered since 2025CRD 306214SEC# 801-131690Glastonbury, CT
Export (members)
Reg. AUM
$120M
Employees
2
Accounts
400
Location
Glastonbury, CT

U.s.a. Financial & Tax Services, LLC assets under management

U.s.a. Financial & Tax Services, LLC operates as an SEC-registered investment adviser based in Glastonbury, CT. The firm has been registered since 2025. It reports $120 million in regulatory assets under management and employs 2 people.
www.usafinancialandtaxservices.comView on SEC.gov ↗

U.s.a. Financial & Tax Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Joseph Alimo ControlManaging Member/CcoOver 75%2021

Frequently asked questions

How much does U.s.a. Financial & Tax Services, LLC manage?

U.s.a. Financial & Tax Services, LLC reports $120 million in regulatory assets under management on its Form ADV.

How many employees does U.s.a. Financial & Tax Services, LLC have?

U.s.a. Financial & Tax Services, LLC reports 2 employees.

Where is U.s.a. Financial & Tax Services, LLC located?

U.s.a. Financial & Tax Services, LLC is based in Glastonbury, CT and has been SEC-registered since 2025.

Does U.s.a. Financial & Tax Services, LLC disclose fund performance?

U.s.a. Financial & Tax Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address628 Hebron Ave, Suite 505, Glastonbury, CT 06033
Phone860-430-2138
Office hours9 a.m. - 6 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120M
Non-discretionary$0
Total (RAUM)$120M