UNITED CAPITAL ASSET MANAGEMENT, LLC
CRD #138409 SEC #801-65660 KEY BISCAYNE, FL 305-423-4279
SEC Registered
Total AUM
$131.5M
Discretionary
$131.5M
Employees
5
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2007 | $619M | $619M | $0 | 10 | -- |
| Mar 2007 | $619M | $619M | $0 | -- | -- |
| Dec 2005 | $131.5M | $131.5M | $0 | 5 | -- |
DateSep 2007
Total AUM$619M
Discretionary$619M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$619M
Discretionary$619M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees5
Clients--