⚲
|
United Advisor Group LLC
✚
|
|
---|---|
CRD # | 324205 |
SEC # | 801-127090 |
CIK # | 0002004873 |
AUM | $578.8 MM (2024-08-26) |
Employees | 35 (80% Investors, 29% Brokers) |
Phone | 888-242-4912 |
Address | 36 Rolling Hills Dr Cincinnati, OH 45215 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 13.2 | |
AAPL | 2,382,844.0 | 10.7 | |
UPS | 157,208.0 | 8.2 | |
MSFT | 1,918,222.4 | 8.0 | |
AMZN | 1,092,997.8 | 7.7 | |
FSK | 5,490.0 | 5.1 | |
XOM | 385,508.3 | 5.1 | |
ARDC | 280.5 | 4.6 | |
MFIC | 3.0 | ||
JPM | 340,169.2 | 2.9 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2,820 | 359.7 |
(b) Individuals (high net worth individuals) | 31 | 191.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 29 | 17.8 |
(h) Charitable organizations | 3 | 0.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 6 | 9.4 |
(n) Other | 0 | 0.0 |
Total | 5,955 | 578.8 |
By Discretionary | ||
Discretionary | 5,910 | 570.7 |
Non-Discretionary | 45 | 8.1 |
Total | 5,955 | 578.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 578.8 | |
Total | 5,955 | 578.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0002004873] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Capvisor Associates LLC
✚
|
GA | 0.6 |
Altrius Capital Management Inc
✚
|
NC | 0.6 |
Creative Capital Management Investments LLC
✚
|
CA | 0.6 |
Dorsey Wright & Associates LLC
✚
|
VA | 0.6 |
Waller Financial Planning Group Inc
✚
|
OH | 0.6 |
Beam Wealth Advisors Inc
✚
|
LA | 0.6 |
Copper Harbor Investment Advisors LLC
✚
|
WI | 0.6 |
Bard Financial Services Inc
✚
|
CT | 0.6 |
Duncan & Haley Ltd
✚
|
WA | 0.6 |
Darwin Wealth Management LLC
✚
|
FL | 0.6 |