Usaworld Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 146454
- Website
- www.usaworldcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Usaworld Capital LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on clients who are individuals and families, providing financial planning and portfolio management services for individuals, small businesses, and other business or institutional clients. Its billing mixes an asset-based fee (percentage of AUM) with hourly charges. Usaworld Capital reports it is not a multi-state adviser, not a pension consultant, and does not identify as an active ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Kingshook Ghosh
Chief Investment OfficerCRD 4631877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations