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firm profile

USA 401K

RIA Springfield, MA CRD 331130 Last verified October 2026

Overview

USA 401K is a state registered investment adviser based in Springfield, MA, registered since 2024. It reports $8.1K in assets under management across 12 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM
$8.1K
Discretionary
100%
Accounts
12
Average account
$678
Employees
1
Advisory reps
1
Registered since
2024
Jurisdictions
3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
Client types
  • Individuals
Fee structure
Percentage of Assets

Executive officers 1 of 1

Advisory reps 1 of 1

Location

Headquarters
1350 Main St
Springfield, MA 01103
County
Hampden
Metro area
Springfield, MA
Region
Northeast

Registrations

  • State registered
  • Registered in 3 jurisdictions

Every state, with registration dates

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