Usa Tax & Insurance Services, Inc. (Palm Harbor)

Name: Usa Tax & Insurance Services, Inc.
Address: 4114 Woodlands Pkwy, Palm Harbor, FL, 34685
Telephone: 727-450-0970

Usa Tax & Insurance Services, Inc. is a multi-state adviser based in Palm Harbor. It manages $42.99 million of regulatory assets for 594 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.

Usa Tax & Insurance Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Usa Tax & Insurance Services: assets under management

The assets under management (AUM) of Usa Tax & Insurance Services, Inc. is $42.99 million. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.39 million in discretionary accounts and $605.48 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $71.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $201.83 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Usa Tax & Insurance Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Usa Tax & Insurance Services, Inc.

Patrick Kent Nichols joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Robert Hand	President, ceo	1 Nov 2001	75% - 100%	1762495
Scott Richard Chakan	Chief operating officer	1 Jan 2007	Other	5402418
Laura Kay Roberts	Chief compliance officer	1 Jun 2007	Other	1472256
Scott Richard Chakan	Chief executive officer	1 Apr 2010	Other	5402418
John Gay Whisenant	Chief compliance officer	1 Nov 2010	Other	1582529
Patrick Kent Nichols	Chief compliance officer	1 Oct 2012	Other	3088017

Based in Palm Harbor

The principal office where Usa Tax & Insurance Services, Inc. performs its advisory services is located at 4114 Woodlands Pkwy, Palm Harbor, FL 34685, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-450-0970 or by fax 727-245-6985. The normal business hours are 9 am- 5 pm on Monday - Friday. You can find more information about the New York firm at www.usatax.us.