Investment adviser · CRD 137217

UA ADVISORY SERVICES, INC.

Investment adviser filing (IA)

ENDWELL, NY, United States · Form ADV filed Mar 26, 2014

Regulatory AUM
$180M
Form ADV · Item 5.F
Client accounts
230
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 26, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1405 DAVIS AVENUE
ENDWELL, NY, 13760, United States

CRD 137217

Filing source

Form ADV 798034 · Mar 26, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.