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UNITED ADVISOR GROUP
CINCINNATI, OH
888-242-4912
SEC #801-127090Total AUM
$1.4B
Employees
69Clients
6,600Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8170 CORPORATE PARK DR.
SUITE 300
CINCINNATI
OH 45242
United States
SUITE 300
CINCINNATI
OH 45242
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
888-242-4912
Other Offices
32
Financials
Total AUM
$1.4B
Accounts
6,600Discretionary
$1.3B
Accounts
6,399Non-Discretionary
$115M
Accounts
201
Clients
Individual Clients
5,013AUM
$681.6M
HNW Individual Clients
1,382AUM
$689.8M
Pension/Profit Sharing Plan Clients
29AUM
$13.6M
Charitable Organization Clients
18AUM
$10.1M
Corporation or Business Clients
158AUM
$31.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
AKARAZCACOCTDCFLGAHIIDILINKSKYLAMAMDMIMNMONCNENHNJNYOHOKORPARISCTNTXUTVAWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.