United Advisors Investment Management, LLC

United Advisors Investment Management, LLC (CRD# 164908) is a financial advisory firm headquartered in New York, NY. They manage $61,475,000 in 275 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $223,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, MN, NJ, NY

Financial Advisors at United Advisors Investment Management, LLC
No Advisor Found.
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