United Advisors, LLC is a related adviser based in Maumee. It manages $63.86 million of regulatory assets for 512 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Connecticut, Florida, and 17 other states.
United Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consultation services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of United Advisors, LLC is $63.86 million. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay United Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of United Advisors is individuals with 184 clients and $59.64 million of assets under management. Among the 4 most similar advisory firms, United Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $63.86 million for 186 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
United Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where United Advisors, LLC performs its advisory services is located at 1715 Indian Wood Circle, Maumee, OH 43537, which is also the mailing address of the firm. An additional office of the firm is in Hopkins, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 201-864-0500 or by fax 201-864-9977. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at uawealth.com.