UNITED CAPITAL INVESTMENT ADVISERS, INC
CRD #134627 SEC #801-64375 NEWPORT BEACH, CA 949-706-6444
SEC Registered
Total AUM
$96M
Discretionary
$96M
Employees
10
Clients
--
Accounts
75
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2007 | $660M | $660M | $0 | 10 | -- |
| Mar 2007 | $660M | $660M | $0 | 10 | -- |
| Mar 2007 | $660M | $660M | $0 | 10 | -- |
| Feb 2007 | $96M | $96M | $0 | 10 | -- |
| Jan 2007 | $96M | $96M | $0 | 10 | -- |
| Dec 2006 | $96M | $96M | $0 | 10 | -- |
| Jan 2006 | $96M | $96M | $0 | 10 | -- |
| Nov 2005 | $96M | $96M | $0 | 10 | -- |
| Nov 2005 | $96M | $96M | $0 | 10 | -- |
| Nov 2005 | $96M | $96M | $0 | 10 | -- |
| Oct 2005 | $0 | $0 | $0 | 10 | -- |
| Jun 2005 | $0 | $0 | $0 | 10 | -- |
| Jun 2005 | $0 | $0 | $0 | 10 | -- |
| May 2005 | $0 | $0 | $0 | 10 | -- |
DateSep 2007
Total AUM$660M
Discretionary$660M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$660M
Discretionary$660M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$660M
Discretionary$660M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--