UA ADVISORY SERVICES, INC.
CRD #137217 SEC #801-64727 ENDWELL, NY 607-754-7222
SEC Registered
Total AUM
$150.5M
Discretionary
$33.2M
Employees
5
Clients
--
Accounts
177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $179.8M | $40.4M | $139.5M | 5 | 200 |
| Apr 2013 | $150.5M | $33.2M | $117.3M | 5 | 145 |
| Mar 2012 | $249M | $25.7M | $223.3M | 1 | 145 |
| Mar 2011 | $135.4M | $21.6M | $113.8M | 5 | -- |
| Feb 2011 | $135.4M | $21.6M | $113.8M | 5 | -- |
| Mar 2009 | $90.2M | $17.2M | $73M | 5 | -- |
| Apr 2007 | $63.8M | $20.7M | $43.1M | 10 | -- |
| Apr 2007 | $63.8M | $20.7M | $43.1M | 10 | -- |
| Mar 2006 | $54.3M | $14.3M | $40M | 10 | -- |
| Jan 2006 | $53.4M | $14.4M | $39M | -- | -- |
| Sep 2005 | $0 | $0 | $0 | -- | -- |
DateMar 2014
Total AUM$179.8M
Discretionary$40.4M
Non-Disc.$139.5M
Employees5
Clients200
DateApr 2013
Total AUM$150.5M
Discretionary$33.2M
Non-Disc.$117.3M
Employees5
Clients145
DateMar 2012
Total AUM$249M
Discretionary$25.7M
Non-Disc.$223.3M
Employees1
Clients145
DateMar 2011
Total AUM$135.4M
Discretionary$21.6M
Non-Disc.$113.8M
Employees5
Clients--
DateFeb 2011
Total AUM$135.4M
Discretionary$21.6M
Non-Disc.$113.8M
Employees5
Clients--
DateMar 2009
Total AUM$90.2M
Discretionary$17.2M
Non-Disc.$73M
Employees5
Clients--
DateApr 2007
Total AUM$63.8M
Discretionary$20.7M
Non-Disc.$43.1M
Employees10
Clients--
DateApr 2007
Total AUM$63.8M
Discretionary$20.7M
Non-Disc.$43.1M
Employees10
Clients--
DateMar 2006
Total AUM$54.3M
Discretionary$14.3M
Non-Disc.$40M
Employees10
Clients--
DateJan 2006
Total AUM$53.4M
Discretionary$14.4M
Non-Disc.$39M
Employees--
Clients--
DateSep 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--