UNITED ADVISORS, LLC
Legal name: UNITED ADVISORS
CRD #133668 SEC #801-66754 BOCA RATON, FL 561-981-1000
SEC Registered
Total AUM
$71.5M
Discretionary
$49.7M
Employees
5
Clients
51
Accounts
508
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2020 | $71.5M | $49.7M | $21.8M | 5 | 0 |
| Jun 2020 | $71.5M | $49.7M | $21.8M | 5 | 0 |
| Jan 2020 | $71.5M | $49.7M | $21.8M | 5 | 0 |
| Mar 2019 | $63.9M | $46.6M | $17.3M | 5 | 0 |
| Apr 2018 | $152.9M | $119.5M | $33.4M | 12 | 528 |
| Mar 2017 | $134.9M | $109.7M | $25.2M | 20 | 800 |
| Aug 2016 | $200.5M | $176.9M | $23.6M | 20 | 800 |
| Apr 2016 | $200.5M | $176.9M | $23.6M | 20 | 800 |
| Mar 2016 | $200.5M | $176.9M | $23.6M | 20 | 800 |
| Mar 2016 | $252.1M | $209.1M | $43M | 24 | 800 |
| Mar 2015 | $252.1M | $209.1M | $43M | 24 | 800 |
| Nov 2014 | $195.9M | $152.7M | $43.2M | 10 | 600 |
| Apr 2014 | $195.9M | $152.7M | $43.2M | 10 | 600 |
| Mar 2014 | $195.9M | $152.7M | $43.2M | 10 | 600 |
| Mar 2014 | $160.2M | $89.8M | $70.4M | 10 | 400 |
| Mar 2014 | $160.2M | $89.8M | $70.4M | 10 | 400 |
| Nov 2013 | $160.2M | $89.8M | $70.4M | 10 | 400 |
| Oct 2013 | $160.2M | $89.8M | $70.4M | 10 | 400 |
| Apr 2013 | $160.2M | $89.8M | $70.4M | 10 | 400 |
| Aug 2012 | $133M | $78.7M | $54.3M | 11 | 400 |
| Aug 2012 | $133M | $78.7M | $54.3M | 11 | 400 |
| Aug 2012 | $133M | $78.7M | $54.3M | 11 | 400 |
| Apr 2012 | $133M | $78.7M | $54.3M | 11 | 400 |
| Apr 2011 | $160.7M | $66.4M | $94.3M | -- | -- |
| Apr 2011 | $160.7M | $66.4M | $94.3M | -- | -- |
| Jan 2011 | $92.4M | $0 | $92.4M | 10 | -- |
| Aug 2010 | $92.4M | $0 | $92.4M | 10 | -- |
| Apr 2010 | $92.4M | $0 | $92.4M | 10 | -- |
| Mar 2010 | $92.4M | $0 | $92.4M | 10 | -- |
| Oct 2009 | $62.2M | $0 | $62.2M | 10 | -- |
| Mar 2009 | $115.9M | $0 | $115.9M | 10 | -- |
| Sep 2007 | $81.9M | $0 | $81.9M | 10 | -- |
| Sep 2007 | $81.9M | $0 | $81.9M | 10 | -- |
| Apr 2007 | $81.9M | $0 | $81.9M | 10 | -- |
| Mar 2007 | $81.9M | $0 | $81.9M | 10 | -- |
| Nov 2005 | $5M | $0 | $5M | 5 | -- |
| Jun 2005 | $5M | $0 | $5M | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
DateOct 2020
Total AUM$71.5M
Discretionary$49.7M
Non-Disc.$21.8M
Employees5
Clients0
DateJun 2020
Total AUM$71.5M
Discretionary$49.7M
Non-Disc.$21.8M
Employees5
Clients0
DateJan 2020
Total AUM$71.5M
Discretionary$49.7M
Non-Disc.$21.8M
Employees5
Clients0
DateMar 2019
Total AUM$63.9M
Discretionary$46.6M
Non-Disc.$17.3M
Employees5
Clients0
DateApr 2018
Total AUM$152.9M
Discretionary$119.5M
Non-Disc.$33.4M
Employees12
Clients528
DateMar 2017
Total AUM$134.9M
Discretionary$109.7M
Non-Disc.$25.2M
Employees20
Clients800
DateAug 2016
Total AUM$200.5M
Discretionary$176.9M
Non-Disc.$23.6M
Employees20
Clients800
DateApr 2016
Total AUM$200.5M
Discretionary$176.9M
Non-Disc.$23.6M
Employees20
Clients800
DateMar 2016
Total AUM$200.5M
Discretionary$176.9M
Non-Disc.$23.6M
Employees20
Clients800
DateMar 2016
Total AUM$252.1M
Discretionary$209.1M
Non-Disc.$43M
Employees24
Clients800
DateMar 2015
Total AUM$252.1M
Discretionary$209.1M
Non-Disc.$43M
Employees24
Clients800
DateNov 2014
Total AUM$195.9M
Discretionary$152.7M
Non-Disc.$43.2M
Employees10
Clients600
DateApr 2014
Total AUM$195.9M
Discretionary$152.7M
Non-Disc.$43.2M
Employees10
Clients600
DateMar 2014
Total AUM$195.9M
Discretionary$152.7M
Non-Disc.$43.2M
Employees10
Clients600
DateMar 2014
Total AUM$160.2M
Discretionary$89.8M
Non-Disc.$70.4M
Employees10
Clients400
DateMar 2014
Total AUM$160.2M
Discretionary$89.8M
Non-Disc.$70.4M
Employees10
Clients400
DateNov 2013
Total AUM$160.2M
Discretionary$89.8M
Non-Disc.$70.4M
Employees10
Clients400
DateOct 2013
Total AUM$160.2M
Discretionary$89.8M
Non-Disc.$70.4M
Employees10
Clients400
DateApr 2013
Total AUM$160.2M
Discretionary$89.8M
Non-Disc.$70.4M
Employees10
Clients400
DateAug 2012
Total AUM$133M
Discretionary$78.7M
Non-Disc.$54.3M
Employees11
Clients400
DateAug 2012
Total AUM$133M
Discretionary$78.7M
Non-Disc.$54.3M
Employees11
Clients400
DateAug 2012
Total AUM$133M
Discretionary$78.7M
Non-Disc.$54.3M
Employees11
Clients400
DateApr 2012
Total AUM$133M
Discretionary$78.7M
Non-Disc.$54.3M
Employees11
Clients400
DateApr 2011
Total AUM$160.7M
Discretionary$66.4M
Non-Disc.$94.3M
Employees--
Clients--
DateApr 2011
Total AUM$160.7M
Discretionary$66.4M
Non-Disc.$94.3M
Employees--
Clients--
DateJan 2011
Total AUM$92.4M
Discretionary$0
Non-Disc.$92.4M
Employees10
Clients--
DateAug 2010
Total AUM$92.4M
Discretionary$0
Non-Disc.$92.4M
Employees10
Clients--
DateApr 2010
Total AUM$92.4M
Discretionary$0
Non-Disc.$92.4M
Employees10
Clients--
DateMar 2010
Total AUM$92.4M
Discretionary$0
Non-Disc.$92.4M
Employees10
Clients--
DateOct 2009
Total AUM$62.2M
Discretionary$0
Non-Disc.$62.2M
Employees10
Clients--
DateMar 2009
Total AUM$115.9M
Discretionary$0
Non-Disc.$115.9M
Employees10
Clients--
DateSep 2007
Total AUM$81.9M
Discretionary$0
Non-Disc.$81.9M
Employees10
Clients--
DateSep 2007
Total AUM$81.9M
Discretionary$0
Non-Disc.$81.9M
Employees10
Clients--
DateApr 2007
Total AUM$81.9M
Discretionary$0
Non-Disc.$81.9M
Employees10
Clients--
DateMar 2007
Total AUM$81.9M
Discretionary$0
Non-Disc.$81.9M
Employees10
Clients--
DateNov 2005
Total AUM$5M
Discretionary$0
Non-Disc.$5M
Employees5
Clients--
DateJun 2005
Total AUM$5M
Discretionary$0
Non-Disc.$5M
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--