UNITED ADVISORS AMERICA CORPORATION
Legal name: UNITED ADVISORS AMERICA
CRD #147350 SEC #801-114134 PROSPER, TX 877-443-0610
SEC Registered
Total AUM
$353.7M
Discretionary
$339.8M
Employees
25
Clients
0
Accounts
2,625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $353.7M | $339.8M | $13.9M | 25 | 0 |
| Mar 2025 | $353.7M | $339.8M | $13.9M | 25 | 0 |
| May 2024 | $260.2M | $246.3M | $13.9M | 27 | 0 |
| Mar 2024 | $260.2M | $246.3M | $13.9M | 27 | 0 |
| Mar 2024 | $260.2M | $246.3M | $13.9M | 27 | 0 |
| Mar 2023 | $193.7M | $179.9M | $13.8M | 28 | 0 |
| Feb 2023 | $182.7M | $165.3M | $17.4M | 30 | 0 |
| Jan 2023 | $182.7M | $165.3M | $17.4M | 30 | 0 |
| Jan 2023 | $182.7M | $165.3M | $17.4M | 30 | 0 |
| May 2022 | $182.7M | $165.3M | $17.4M | 30 | 0 |
| Mar 2022 | $182.7M | $165.3M | $17.4M | 30 | 0 |
| Jan 2021 | $128.8M | $105.7M | $23.1M | 27 | 0 |
| Jul 2020 | $89.5M | $61.9M | $27.6M | 28 | 85 |
| Jun 2020 | $89.5M | $61.9M | $27.6M | 28 | 85 |
| Jun 2020 | $89.5M | $61.9M | $27.6M | 28 | 85 |
| Mar 2020 | $89.5M | $61.9M | $27.6M | 28 | 85 |
| Oct 2019 | $79.6M | $55.3M | $24.3M | 29 | 125 |
| Jan 2019 | $48.5M | $25.4M | $23.1M | 23 | 121 |
| Jan 2019 | $48.5M | $25.4M | $23.1M | 23 | 121 |
| Oct 2018 | $43.8M | $18.9M | $24.9M | 23 | 156 |
| Sep 2018 | $42.7M | $9.5M | $33.2M | 23 | 156 |
DateJun 2025
Total AUM$353.7M
Discretionary$339.8M
Non-Disc.$13.9M
Employees25
Clients0
DateMar 2025
Total AUM$353.7M
Discretionary$339.8M
Non-Disc.$13.9M
Employees25
Clients0
DateMay 2024
Total AUM$260.2M
Discretionary$246.3M
Non-Disc.$13.9M
Employees27
Clients0
DateMar 2024
Total AUM$260.2M
Discretionary$246.3M
Non-Disc.$13.9M
Employees27
Clients0
DateMar 2024
Total AUM$260.2M
Discretionary$246.3M
Non-Disc.$13.9M
Employees27
Clients0
DateMar 2023
Total AUM$193.7M
Discretionary$179.9M
Non-Disc.$13.8M
Employees28
Clients0
DateFeb 2023
Total AUM$182.7M
Discretionary$165.3M
Non-Disc.$17.4M
Employees30
Clients0
DateJan 2023
Total AUM$182.7M
Discretionary$165.3M
Non-Disc.$17.4M
Employees30
Clients0
DateJan 2023
Total AUM$182.7M
Discretionary$165.3M
Non-Disc.$17.4M
Employees30
Clients0
DateMay 2022
Total AUM$182.7M
Discretionary$165.3M
Non-Disc.$17.4M
Employees30
Clients0
DateMar 2022
Total AUM$182.7M
Discretionary$165.3M
Non-Disc.$17.4M
Employees30
Clients0
DateJan 2021
Total AUM$128.8M
Discretionary$105.7M
Non-Disc.$23.1M
Employees27
Clients0
DateJul 2020
Total AUM$89.5M
Discretionary$61.9M
Non-Disc.$27.6M
Employees28
Clients85
DateJun 2020
Total AUM$89.5M
Discretionary$61.9M
Non-Disc.$27.6M
Employees28
Clients85
DateJun 2020
Total AUM$89.5M
Discretionary$61.9M
Non-Disc.$27.6M
Employees28
Clients85
DateMar 2020
Total AUM$89.5M
Discretionary$61.9M
Non-Disc.$27.6M
Employees28
Clients85
DateOct 2019
Total AUM$79.6M
Discretionary$55.3M
Non-Disc.$24.3M
Employees29
Clients125
DateJan 2019
Total AUM$48.5M
Discretionary$25.4M
Non-Disc.$23.1M
Employees23
Clients121
DateJan 2019
Total AUM$48.5M
Discretionary$25.4M
Non-Disc.$23.1M
Employees23
Clients121
DateOct 2018
Total AUM$43.8M
Discretionary$18.9M
Non-Disc.$24.9M
Employees23
Clients156
DateSep 2018
Total AUM$42.7M
Discretionary$9.5M
Non-Disc.$33.2M
Employees23
Clients156