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Building 2UNITED ADVISORS AMERICA

Map pinPROSPER, TX
Phone877-443-0610
NotebookSEC #801-114134
Total AUM
$446.5M
Employees
28
Clients
2,809

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
290 S PRESTON ROAD
SUITE 220
PROSPER
TX 75078
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
877-443-0610

ReceiptFinancials

Total AUM
$446.5M
Accounts
2,809
Discretionary
$434.3M
Accounts
2,717
Non-Discretionary
$12.2M
Accounts
92

ContactClients

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Individual Clients
2,752
AUM
$352.4M
HNW Individual Clients
57
AUM
$94.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAIAILINKSKYLAMIMNMOMSNCNJOHOKPATNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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