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Overview Share
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New York, New York
$71.5 million AUM
3 offices

United Advisors is based in New York, New York and has $71.5 million in assets under management.

Location
40 Wall Street
17th Floor
New York, NY 10005
$71.5 million
AUM
5
Employees
AUM Share
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$71,494,000
Assets under management
508 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 184 $66,477,000 93% $361,288
High net worth individuals 2 $5,017,000 7% $2,508,500
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$71,494,000
Assets under management
$14,298,800
AUM per employee
$23,831,333
AUM per investment analyst
About Share
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Compensation

United Advisors makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

United Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Consultation services
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 133,668
SEC number 801-66754
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date January 29, 2020

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