Uas Asset Management

CRD#21274
Investment Advisor Firm

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Learn more about Uas Asset Management

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Uas Asset Management is located at 655 Third Avenue, New York, NY. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. Uas Asset Management is not a registered broker-dealer.

    The firm oversees $449.9 million in assets under management across 357 accounts, with 352 discretionary accounts and 5 non-discretionary accounts. Services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm serves retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations. The fee structure includes asset-based and performance-based fees. Retail investors represent the largest client type by accounts, and there are 156 high net worth clients.

    Uas Asset Management is registered in the states of California, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, and Pennsylvania.

    Assets Under Management

    $449.9 million

    Number of Advisors

    5

    Disclosures

    No

    Office Location

    655 Third Avenue
    New York, NY 10017

    Uas Asset Management by the Numbers

    Total Assets Under Management

    $449.9 million

    National Average: $8.6 billion
    Total Number of Employees

    6

    National Average: 64
    Total Number of Accounts

    357

    National Average: 375,227
    Average Account Size

    $1.3 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management typically vary depending on the type of services provided. However, fees charged by Uas Asset Management may include some combination of the following fee types: asset-based and performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm. The company can withdraw its fees directly from client accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Uas Asset Management does business with a broad range of customers. The company works with retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations. Out of its 357 clients, Uas Asset Management's biggest client by number of accounts is retail investors, although it also serves 156 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 43.94%
    • Other Individuals - 50.14%
    • Corporations - 4.51%
    • Charitable Organizations - 1.41%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Uas Asset Management does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Uas Asset Management

    Darius Mossavar-Rahmani
    New York, NY
    Cyrus Mossavar-Rahmani
    New York, NY
    Henry Beck
    New York, NY
    Ali Geranmayeh
    New York, NY
    Bahman Mossavarrahmani
    New York, NY

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