United Advisors
United Advisors (CRD# 133668) is a financial advisory firm headquartered in Boca Raton, FL. They manage $71,494,000 in 508 accounts and serve the financial needs of clients across 20 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management71MILLION
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Total Number of Accounts508ACCOUNTS
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Average Account Value$140,736
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, IL, KY, MD, MI, MN, NC, NE, NH, NJ, NY, OH, PA, RI, TX, UT, VA, VT
Financial Advisors at United Advisors
No Advisor Found.
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