1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2UNITED CAPITAL INVESTMENT ADVISERS, INC

Map pinNEWPORT BEACH, CA
Phone949-706-6444
NotebookSEC #801-64375
Total AUM
$660M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 NEWPORT CENTER DRIVE
SUITE 200
NEWPORT BEACH
CA 92660-7660
USA
Operating Hours
8:30 AM-4:30 PM (PST)
Monday - Friday
Phone
949-706-6444

ReceiptFinancials

Total AUM
$660M
Accounts
2,500
Discretionary
$660M
Accounts
2,500
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMTNCNHNJNMNVNYOHOKORPASCTNTXVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account