United Brokers S.A. (Agente De Valores) is an adviser based in Montevideo. It manages $69.26 million of regulatory assets for 138 client accounts. It has been registered with the SEC as an adviser since 2012.
United Brokers S.A. (Agente De Valores) provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as foreign and regulated investment adviser.
The assets under management (AUM) of United Brokers S.A. (Agente De Valores) is $69.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 413% since the beginning of its operation, and $69.26 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay United Brokers S.A. (Agente De Valores) for their services and products based on commissions and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and corporations or other businesses. The largest group of clients of Sara Silvia Goldring is individuals with 110 clients and $36.02 million of assets under management. Among the 2 most similar advisory firms, United Brokers S.A. (Agente De Valores) has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $69.26 million for 138 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
United Brokers S.A. (Agente De Valores) doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 21 percent of the employees work as investment advisers or researchers. No 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.
United Brokers S.A. (Agente De Valores) is owned by Dario Gustavo Cukier. Sara Silvia Goldring has been acting as President since 1 Nov 2011. Martin Cukier joined the executive team most recently as the Shareholder And Trader.
The principal office where United Brokers S.A. (Agente De Valores) performs its advisory services is located at Paraguay 2141 Floor 12 Office 1201, Montevideo, 11800, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 5982 927 25 52 or by fax 5982 927 25 53. The normal business hours are 8 on Monday - Friday. You can find more information about the New York firm at uburuguay.com/.