United Global Advisors, LLC

United Global Advisors, LLC (CRD# 167809) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $45,000,000 in 143 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $314,685
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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

Financial Advisors at United Global Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Itay Vinik
CRD#: 5899585
9701 Wilshire Boulevard, Suite 1115, Beverly Hills, CA 90212
90
Wealthminder
score

Itay Vinik (CRD# 5899585) is an Investment Advisor Representative working at United Global Advisors, LLC in Beverly Hills, CA and has over 3 years of experience in the finance industry.

2
Doran J. Adhami
CRD#: 3212374
9701 Wilshire Boulevard, Suite 1115, Beverly Hills, CA 90212
83
Wealthminder
score

Doran Adhami (CRD# 3212374) is an Investment Advisor Representative working at United Global Advisors, LLC in Beverly Hills, CA and has over 17 years of experience in the finance industry.

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