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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 21, 2020
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ECHELMEYER, FRANK, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDSTEIN, JONATHAN, CHARLES | I | GENERAL COUNSEL AND INTERIM CCO | NA | |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| POPE, DARIN, PATRICK | I | SENIOR VICE PRESIDENT / MANAGER | NA | Control |
| SANDLER, JACLYN, AIME | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SANDLER, JACLYN, AIME | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SANDLER, JACLYN, AIME | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SANDLER, JACLYN, AIME | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SANDLER, JACLYN, AIME | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SANDLER, JACLYN, AIME | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SANDLER, JACLYN, AIME | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SANDLER, JACLYN, AIME | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SANDLER, JACLYN, AIME | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SANDLER, JACLYN, AIME | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| SELDEN, PHILIP, KNIGHT | I | CHIEF COMPLIANCE OFFICER | NA | |
| PENSKE, MARK, HULBERT | I | OWNER | E | Control |
| PENSKE, MARK, HULBERT | I | MANAGING MEMBER | E | Control |
| PENSKE, MARK, HULBERT | I | OWNER | E | Control |
| PENSKE, MARK, HULBERT | I | MANAGING MEMBER | E | Control |
| PENSKE, MARK, HULBERT | I | MANAGING MEMBER | E | Control |
| PENSKE, MARK, HULBERT | I | MANAGING MEMBER | E | Control |
| PENSKE, MARK, HULBERT | I | MANAGING MEMBER | E | Control |
| PENSKE, MARK, HULBERT | I | MANAGING MEMBER | E | Control |
| PENSKE, MARK, HULBERT | I | MANAGING MEMBER | E | Control |
| PENSKE, MARK, HULBERT | I | MANAGING MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
| UNITED ATLANTIC CAPITAL, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | E | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PENSKE, MARK, HULBERT | I | UNITED ATLANTIC CAPITAL, LLC | D | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
| PETER, DAMIAN, HUBERT | I | UNITED ATLANTIC CAPITAL, LLC | C | Control |
Registrations
Federal
IA
Oct 21, 2020 REGISTERED
Notice Filings (21)
CA CT FL IL KY MA MD MI MN NC NE NH NJ NY OH PA RI TX UT VA VT
Address
5000 T-REX AVESUITE 300
BOCA RATON, FL 33431
United States
Phone: 561-981-1000