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US Asset Management, LLC

● SEC registered since 2003CRD 124234SEC# 801-61680Pittsburgh, PA
Export (members)
Reg. AUM
$358.5M
Employees
6
Accounts
49
Location
Pittsburgh, PA

US Asset Management, LLC assets under management

US Asset Management, LLC operates as an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 2003. It reports $358.5 million in regulatory assets under management and employs 6 people.

US Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Emery Jerome Levick ControlDirector Of InvestmentsOver 75%2010
Michael E. FlahertyChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does US Asset Management, LLC manage?

US Asset Management, LLC reports $358.5 million in regulatory assets under management on its Form ADV.

How many employees does US Asset Management, LLC have?

US Asset Management, LLC reports 6 employees.

Where is US Asset Management, LLC located?

US Asset Management, LLC is based in Pittsburgh, PA and has been SEC-registered since 2003.

Does US Asset Management, LLC disclose fund performance?

US Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address211 N. Whitfield Street, Suite 201, Pittsburgh, PA 15206-3030
Phone412-231-8209
Fax412-231-8210
Office hours8:30 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Regulatory AUM

$358.5M▲ 12%
Mar '25 — $321.2MApr '25 — $321.2MMay '25 — $321.2MJun '25 — $321.2MJul '25 — $321.2MAug '25 — $321.2MSep '25 — $321.2MOct '25 — $321.2MNov '25 — $321.2MDec '25 — $321.2MJan '26 — $321.2MFeb '26 — $321.2MMar '26 — $358.5MApr '26 — $358.5MMay '26 — $358.5MJun '26 — $358.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$358.5Mregulatory AUM
Discretionary $341.5MNon-discretionary $16.9M