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| Happy Holidays!! thanks for using AUM13F!! |
| United Advisors America Corporation
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| CRD # | 147350 |
| SEC # | 801-114134 |
| CIK # | |
| AUM | $353.7 M (2025-06-30) |
| Employees | 25 (88% Investors, 0% Brokers) |
| Phone | 877-443-0610 |
| Address | 290 S Preston Road Prosper, TX 75078 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,690 | 259.8 |
| (b) Individuals (high net worth individuals) | 61 | 93.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,625 | 353.7 |
| By Discretionary | ||
| Discretionary | 2,526 | 339.8 |
| Non-Discretionary | 99 | 13.9 |
| Total | 2,625 | 353.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 353.7 | |
| Total | 2,625 | 353.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hillcrest Wealth Advisors - NY LLC
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|
NJ | 0.4 |
|
Paskin & Berler Capital Advisors LLC
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|
0.4 | |
|
Paragon Private Wealth Management LLC
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|
KY | 0.4 |
|
Core Wealth Partners LLC
✚
|
CA | 0.4 |
|
Colley Asset Management Inc
✚
|
NY | 0.4 |
|
Endeavor Private Wealth Inc
✚
|
KS | 0.4 |
|
Coordinated Financial Services Inc
✚
|
CO | 0.4 |
|
CVFG LLC
✚
|
IN | 0.4 |
|
First Eagle Separate Account Management LLC
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|
NY | 0.4 |
|
Aspect Partners LLC
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|
VA | 0.4 |