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

Building 2UNITED ADVISORS

Map pinBOCA RATON, FL
Phone561-981-1000
NotebookSEC #801-66754
Total AUM
$71.5M
Employees
5
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5000 T-REX AVE
SUITE 300
BOCA RATON
FL 33431
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
561-981-1000
Other Offices
2

ReceiptFinancials

Total AUM
$71.5M
Accounts
508
Discretionary
$49.7M
Accounts
278
Non-Discretionary
$21.8M
Accounts
230

ContactClients

View more in analytics →

Individual Clients
184
AUM
$66.5M
HNW Individual Clients
2
AUM
$5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMINHNJNYOHPARITX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account