RIA Intel›Advisers›Florida›USA TAX & INSURANCE SERVICES, INC.

USA TAX & INSURANCE SERVICES, INC.

Advisory

N·PALM HARBOR, FL

Data as of Feb 8, 2013 · Source: SEC Form ADV

Total AUM

$43M

1-Year AUM Growth

0.0%

3-Year CAGR

-12.2%

Employees

43

Assets Under Management

Total AUM$43M

Discretionary AUM$42M

Non-Discretionary AUM$605K

Discretionary %98.6%

Total Clients—

Team

Total Employees43

Investment Advisers43

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingAug 30, 2007

Latest FilingFeb 8, 2013

🔒 Full AUM trend chart and 25 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on USA TAX & INSURANCE SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.