USA Mutuals Advisors, Inc.
Firm details
- Headquarters
- Concord, Massachusetts
- CRD number
- 131750
- Registered since
- May 20, 2004
- Website
- www.usamutuals.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
USA Mutuals Advisors, Inc. is a corporation operating as an institutional registered investment adviser focused on serving institutional clients. The firm is SEC-registered since 2004 and is owned by an individual. Its advisory mandate emphasizes portfolio management for investment companies, and it charges fees based on a percentage of assets under management. The firm does not position itself as a multi-state adviser, is not flagged as an active ESG investor, and is not a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Robert Baker
Chief Financial OfficerCRD 5503485
Contacts
2 of 2
Joseph Farley
AssociateCRD 2730137
Paul Strehle
President and Portfolio ManagerCRD 5186878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord, MA
Middlesex
Location
Concord, MA
Headquartered in Concord, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 300 Baker Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Heritage Financial Network, Inc.
RIAConcord, MA
Spencer Brook Asset Management, LLC
RIAConcord, MA
Covalent Partners LLC
RIAConcord, MA
Meeting House Capital, LLC
RIAConcord, MA
Cape Ann Capital, Inc.
RIAConcord, MA
Concordia Wealth Management, LLC
RIAConcord, MA