U.s.a. Financial & Tax Services, LLC
● SEC registered since 2025CRD 306214SEC# 801-131690Farmington, CT
Reg. AUM
$159.3M
Employees
3
Accounts
660
Location
Farmington, CT
U.s.a. Financial & Tax Services, LLC assets under management
U.s.a. Financial & Tax Services, LLC operates as an SEC-registered investment adviser based in Farmington, CT. The firm has been registered since 2025. It reports $159.3 million in regulatory assets under management and employs 3 people.
U.s.a. Financial & Tax Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Joseph Alimo Control | Managing Member/Cco | Over 75% | 2021 |
Frequently asked questions
How much does U.s.a. Financial & Tax Services, LLC manage?
U.s.a. Financial & Tax Services, LLC reports $159.3 million in regulatory assets under management on its Form ADV.
How many employees does U.s.a. Financial & Tax Services, LLC have?
U.s.a. Financial & Tax Services, LLC reports 3 employees.
Where is U.s.a. Financial & Tax Services, LLC located?
U.s.a. Financial & Tax Services, LLC is based in Farmington, CT and has been SEC-registered since 2025.
Does U.s.a. Financial & Tax Services, LLC disclose fund performance?
U.s.a. Financial & Tax Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 855 Farmington Ave, Farmington, CT 06032 |
| Phone | 860-430-2138 |
| Office hours | 9 a.m. - 6 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159.3M▲ 34%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$159.3Mregulatory AUM
Discretionary $159.3M