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 privately owned corporate RIA that has been SEC-registered since 2004. It positions itself as an institutional adviser serving primarily institutional clients and charges fees as a percentage of assets under management. The firm’s registered activities include operating as a CPO/CTA and providing portfolio management for investment companies, which indicates involvement with commodity-pooled vehicles or managed‑futures style strategies alongside oversight of registered investment-company mandates. USA Mutuals Advisors is not flagged as an active ESG investor, is not organized as a multi‑state adviser, and does not identify as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
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
Paul Strehle
President and Portfolio ManagerCRD 5186878

Joseph Farley
AssociateCRD 2730137
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