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| Happy Holidays!! thanks for using AUM13F!! |
| United Advisor Group LLC
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| CRD # | 324205 |
| SEC # | 801-127090 |
| CIK # | 0002004873 |
| AUM | $1.1 B (2025-05-14) |
| Employees | 61 (70% Investors, 18% Brokers) |
| Phone | 888-242-4912 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002004873 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.9 | ||
| Apple Inc | 14.4 | ||
| Palantir Technologies Inc | 12.3 | ||
| Microsoft Corp | 12.1 | ||
| Amazon Com Inc | 10.7 | ||
| United Parcel Service Inc | 6.5 | ||
| FS KKR Capital Corp | 5.6 | ||
| J P Morgan Chase & Co | 5.2 | ||
| Exxon Mobil Corp | 5.2 | ||
| Ares Dynamic Credit Allocation Fund Inc | 4.8 | ||
| Tesla Motors Inc | 4.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,590 | 514.7 |
| (b) Individuals (high net worth individuals) | 1,214 | 540.1 |
| (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 | 20 | 14.8 |
| (h) Charitable organizations | 21 | 10.5 |
| (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 | 30 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 5,875 | 1,091.6 |
| By Discretionary | ||
| Discretionary | 5,722 | 998.2 |
| Non-Discretionary | 153 | 93.4 |
| Total | 5,875 | 1,091.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,091.6 | |
| Total | 5,875 | 1,091.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002004873] |
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|---|---|---|
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