Investment adviser · CRD 133668
UNITED ADVISORS
Investment adviser filing (IA)
UNITED ADVISORS, LLC
BOCA RATON, FL, United States · Form ADV filed Oct 21, 2020
- Regulatory AUM
- $71.5M Form ADV · Item 5.F
- Client accounts
- 508 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 184 | $66,477,000 | 93.0% |
| High-net-worth individuals | 2 | $5,017,000 | 7.0% |
Filing source
Form ADV 1463037 · Oct 21, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Oct 21, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5000 T-REX AVE, SUITE 300BOCA RATON, FL, 33431, United States
CRD 133668
Filing source
Form ADV 1463037 · Oct 21, 2020 · 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.