United Advisors America Corporation

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Assets, Funds, Holdings

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United Advisors America Corporation
CRD #147350
SEC #801-114134
CIK #
AUM $260.2 MM (2024-05-17)
Employees 27 (96% Investors, 0% Brokers)
Phone877-443-0610
Address290 S Preston Road
Prosper, TX 75078
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,678 189.2
(b) Individuals (high net worth individuals) 60 71.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,249 260.2
By Discretionary
Discretionary 2,134 246.3
Non-Discretionary 115 13.9
Total 2,249 260.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 260.2
Total 2,249 260.2
Comparable Firms State AUM ($BB)
Premia Global Advisors LLC
FL 0.3
Jessup Wealth Management Inc
OH 0.3
Salvus Wealth Management LLC
NJ 0.3
Calder Investment Advisors
MI 0.3
Elyxium Wealth LLC
CA 0.3
Carswell Investments LLC
NY 0.3
Blue Investment Partners LLC
CA 0.3
Scala Capital LLC
FL 0.3
The ETF Store Inc
KS 0.3
Mid-American Wealth Advisory Group Inc
MO 0.3
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