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UNITED ADVISORS AMERICA
290 S Preston Road
Suite 220
Prosper, Texas 75078
Tel: 877-443-0610
About UNITED ADVISORS AMERICA
UNITED ADVISORS AMERICA, formally registered with the SEC as UNITED ADVISORS AMERICA. The firm was established in 10/12/2018. They have over 1 offices throughout the country.
UNITED ADVISORS AMERICA is a Prosper, Texas based Financial Planning firm with nearly $260,175,011 assets under management, offering retirement planning & investment advisory services to 2249 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147350 |
| SEC# | 801-114134 |
| Assets Managed by Firm | $260,175,011 |
| No. of Clients | 2249 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2249 | $260,175,011 |
| Individuals (other than high net worth individuals) | 1678 | $189,210,212 |
| High net worth individuals | 60 | $70,964,799 |
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|---|---|---|---|
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| $298,729,428,900 | 360116 | 4065 | |
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