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United Advisors America Corporation
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CRD # | 147350 |
SEC # | 801-114134 |
CIK # | |
AUM | $260.2 MM (2024-05-17) |
Employees | 27 (96% Investors, 0% Brokers) |
Phone | 877-443-0610 |
Address | 290 S Preston Road Prosper, TX 75078 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,678 | 189.2 |
(b) Individuals (high net worth individuals) | 60 | 71.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 2,249 | 260.2 |
By Discretionary | ||
Discretionary | 2,134 | 246.3 |
Non-Discretionary | 115 | 13.9 |
Total | 2,249 | 260.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 260.2 | |
Total | 2,249 | 260.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Premia Global Advisors LLC
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FL | 0.3 |
Jessup Wealth Management Inc
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|
OH | 0.3 |
Salvus Wealth Management LLC
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|
NJ | 0.3 |
Calder Investment Advisors
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|
MI | 0.3 |
Elyxium Wealth LLC
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|
CA | 0.3 |
Carswell Investments LLC
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|
NY | 0.3 |
Blue Investment Partners LLC
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|
CA | 0.3 |
Scala Capital LLC
✚
|
FL | 0.3 |
The ETF Store Inc
✚
|
KS | 0.3 |
Mid-American Wealth Advisory Group Inc
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|
MO | 0.3 |