RIA Intel›Advisers›Florida›UNITED ADVISORS SERVICES, LLC

UNITED ADVISORS SERVICES, LLC

Advisory

N·BOCA RATON, FL

Data as of Oct 21, 2020 · Source: SEC Form ADV

Total AUM

$663M

1-Year AUM Growth

0.0%

3-Year CAGR

+21.3%

Employees

19

Assets Under Management

Total AUM$663M

Discretionary AUM$631M

Non-Discretionary AUM$32M

Discretionary %95.2%

Total Clients—

Team

Total Employees19

Investment Advisers20

Employee Growth (1Y)—

Filing History

Total Filings on Record45

First FilingApr 2, 2009

Latest FilingOct 21, 2020

🔒 Full AUM trend chart and 45 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on UNITED ADVISORS SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.