RIA · CRD 306214SEC-Registered

Updated:

U.S.A. Financial & Tax Services, LLC

U.S.A. FINANCIAL & TAX SERVICES, LLC is an SEC-registered investment adviser in Farmington, CT, registered since 2025. The firm manages approximately $159...

U.S.A. Financial & Tax Services, LLC

U.S.A. FINANCIAL & TAX SERVICES, LLC is an SEC-registered investment adviser in Farmington, CT, registered since 2025. The firm manages approximately $159 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at U.S.A. Financial & Tax Services, LLC?

No public information identifies a named principal or operator for U.S.A. Financial & Tax Services, LLC. The firm's website and external records do not disclose a legal owner or chief investment officer. This lack of transparency precludes any description of decision-making authority.

What services does U.S.A. Financial & Tax Services, LLC provide?

Based on the firm's name, it likely offers financial planning and tax preparation services, potentially within a family office or private wealth management context. No specific service lines are confirmed through public sources. The absence of a website or marketing materials limits further characterization.

Is U.S.A. Financial & Tax Services, LLC a family office?

The firm's classification is ambiguous. It may serve as a single-family office or a service provider to private clients, but no public disclosures confirm its structure. The name suggests tax and financial advisory rather than direct investment management.

What is the geographic footprint of U.S.A. Financial & Tax Services, LLC?

No office locations or primary jurisdiction have been publicly disclosed for U.S.A. Financial & Tax Services, LLC. The firm's registration in the United States is inferred from its name, but no city or state is confirmed.

Does U.S.A. Financial & Tax Services, LLC maintain any philanthropic structures?

No philanthropic foundations or charitable entities linked to U.S.A. Financial & Tax Services, LLC have been identified in public records. The firm's total public presence is minimal, with no disclosed affiliations.

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