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Building 2UNITED ADVISORS SERVICES, LLC

Map pinBOCA RATON, FL
Phone561-981-1000
NotebookSEC #801-70104
Total AUM
$663M
Employees
20
Clients
1,081

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 - 5:00
Monday - Friday
Phone
561-981-1000
Other Offices
7

ReceiptFinancials

Total AUM
$663M
Accounts
2,252
Discretionary
$630.9M
Accounts
2,176
Non-Discretionary
$32.1M
Accounts
76

ContactClients

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Individual Clients
1,015
AUM
$289.1M
HNW Individual Clients
66
AUM
$374M

Briefcase businessServices

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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
SRO Discipline/Expulsion/Suspension
State Registrations
COCTFLIDILKYLAMAMDMENCNJNYOHPATXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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