Meet Your Trusted Financial Advisors in Duluth, GA
U.S. Asset Management was built on a foundation of integrity, prudent investment guidance and attention to our clients needs.
We believe in:
Trust
Fair Costs
Simplicity
Frequent Communication
Our Comprehensive Financial Advisory Services in Duluth, GA
We help you make better decisions with your money
Meet David Cross: Your Experienced Financial Advisor in Duluth, GA
David Cross is a Certified Portfolio Manager and Wealth Advisor with U.S. Asset Management. His primary responsibility is portfolio management and client relationship management. After 24 years at the top Wall Street firms and leading a team that was responsible for managing over $220 million in client assets, he left in 2016 to start his own company. He holds a Bachelor of Science degree in finance from Auburn University and earned his Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers and Columbia University. David has earned numerous distinguished service awards with his former employers and he has over 33 years of experience managing investments for individuals, businesses and charities. He is active in the business and civic community, serving in a variety of organizations
Why Choose U.S. Asset Management for Your Financial Planning Needs?
30+ Years
Financial Advisory
Trust
Simplicity
Frequent
Communication
Don’t Wait to Secure Your Financial Future
Get Started on
Your New Journey TODAY!
Schedule your complimentary consultation with us.
Educational Financial Resources to Guide Your Investment Decisions
Get In Touch
Our Location
- 1960 Satellite Blvd. Suite 2200 Duluth, GA 30097
Contact Information
Find Us
U.S. Asset Management is located at 1960 Satellite Blvd Suite 2200, Duluth, GA 30097.
We are available
Monday through Thursday: 08:45 – 5:30 p.m.
Friday: 08:30 – 4:30 p.m.
For more information and inquiries call us at (678) 894-0696