Lee DeLorenzo

Founder at

United Asset Strategies, Inc.

66 year

Finance

Commercial Services

Profile

Lee DeLorenzo had held the title of President at United Asset Strategies, Inc. from 1992 to 2022.
Ms. DeLorenzo is the founder of United Asset Strategies, Inc. in 1992.
Ms. DeLorenzo is also the founder of United Wealth Planning LLC.

Lee DeLorenzo active positions

Companies	Position	Start
United Asset Strategies, Inc. United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile.	Founder	1992-02-29
United Wealth Planning LLC United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services Provides financial and estate planning services	Founder	-

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Private companies	2
United Asset Strategies, Inc. United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile.	Finance
United Wealth Planning LLC United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services Provides financial and estate planning services	Commercial Services

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