Investment adviser · CRD 150080
UNITED ADVISORS SERVICES, LLC
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed Oct 21, 2020
- Regulatory AUM
- $663M Form ADV · Item 5.F
- Client accounts
- 2,252 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 19 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 |
|---|---|---|---|
| High-net-worth individuals | 66 | $373,960,000 | 56.4% |
| Individuals | 1,015 | $289,051,000 | 43.6% |
Filing source
Form ADV 1463038 · 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 150080
Filing source
Form ADV 1463038 · 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.