Overview
Assets Under Management: $651 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 63
Average Client Assets: $6.7 million
Frequently Asked Questions
UNITED ADVISORS SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150080), UNITED ADVISORS SERVICES, LLC is subject to fiduciary duty under federal law.
UNITED ADVISORS SERVICES, LLC is headquartered in NEW YORK, NY.
UNITED ADVISORS SERVICES, LLC serves 63 high-net-worth clients according to their SEC filing dated April 01, 2018. View client details ↓
According to their SEC Form ADV, UNITED ADVISORS SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
UNITED ADVISORS SERVICES, LLC manages $651 million in client assets according to their SEC filing dated April 01, 2018.
According to their SEC Form ADV, UNITED ADVISORS SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.43%
Average Client Assets: $6.7 million
Total Client Accounts: 1,757
Discretionary Accounts: 1,552
Non-Discretionary Accounts: 205
Regulatory Filings
CRD Number: 150080
Filing ID: 1205161
Last Filing Date: 2018-04-01 17:45:00