UNITED ADVISORS SERVICES, LLC
CRD #150080 SEC #801-70104 BOCA RATON, FL 561-981-1000
SEC Registered Disclosures
Total AUM
$663M
Discretionary
$630.9M
Employees
20
Clients
26
Accounts
2,252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2020 | $663M | $630.9M | $32.1M | 20 | 2 |
| Jun 2020 | $663M | $630.9M | $32.1M | 20 | 2 |
| Jan 2020 | $663M | $630.9M | $32.1M | 20 | 2 |
| Mar 2019 | $580.5M | $553M | $27.5M | 26 | 2 |
| Apr 2018 | $650.7M | $627.3M | $23.5M | 18 | 0 |
| Nov 2017 | $379.7M | $365.2M | $14.5M | 16 | 0 |
| Jul 2017 | $379.7M | $365.2M | $14.5M | 16 | 600 |
| Jun 2017 | $379.7M | $14.5M | $365.2M | 16 | 600 |
| Apr 2017 | $379.7M | $14.5M | $365.2M | 16 | 600 |
| Mar 2017 | $379.7M | $14.5M | $365.2M | 16 | 600 |
| Mar 2016 | $390.5M | $375.9M | $14.5M | 13 | 800 |
| Mar 2016 | $128.5M | $112.1M | $16.3M | 13 | 300 |
| Oct 2015 | $128.5M | $112.1M | $16.3M | 13 | 300 |
| Aug 2015 | $128.5M | $112.1M | $16.3M | 13 | 300 |
| Jul 2015 | $128.5M | $112.1M | $16.3M | 12 | 300 |
| Jun 2015 | $128.5M | $112.1M | $16.3M | 12 | 300 |
| May 2015 | $128.5M | $112.1M | $16.3M | 8 | 300 |
| May 2015 | $128.5M | $112.1M | $16.3M | 8 | 300 |
| May 2015 | $128.5M | $112.1M | $16.3M | 8 | 300 |
| May 2015 | $128.5M | $112.1M | $16.3M | 8 | 300 |
| May 2015 | $128.5M | $112.1M | $16.3M | 8 | 300 |
| Apr 2015 | $128.5M | $112.1M | $16.3M | 8 | 300 |
| Oct 2014 | $148.8M | $120.2M | $28.6M | 5 | 300 |
| Mar 2014 | $148.8M | $120.2M | $28.6M | 5 | 300 |
| Mar 2014 | $71.5M | $41.6M | $29.9M | 5 | 200 |
| Jan 2014 | $71.5M | $41.6M | $29.9M | 5 | 200 |
| Dec 2013 | $71.5M | $41.6M | $29.9M | 5 | 200 |
| Aug 2013 | $71.5M | $41.6M | $29.9M | 5 | 200 |
| Jul 2013 | $71.5M | $41.6M | $29.9M | 5 | 200 |
| Jun 2013 | $71.5M | $41.6M | $29.9M | 5 | 200 |
| May 2013 | $71.5M | $41.6M | $29.9M | 5 | 200 |
| Apr 2013 | $71.5M | $41.6M | $29.9M | 5 | 200 |
| Apr 2013 | $71.5M | $41.6M | $29.9M | 5 | 200 |
| Apr 2012 | $64.4M | $39.9M | $24.5M | 1 | 200 |
| Apr 2012 | $64.4M | $39.9M | $24.5M | 1 | 200 |
| Apr 2011 | $70.9M | $30.8M | $40.2M | 5 | -- |
| Sep 2010 | $30M | $0 | $30M | 5 | -- |
| Aug 2010 | $30M | $0 | $30M | 5 | -- |
| Jun 2010 | $30M | $0 | $30M | 5 | -- |
| Apr 2010 | $1.8M | $0 | $1.8M | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
| May 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateOct 2020
Total AUM$663M
Discretionary$630.9M
Non-Disc.$32.1M
Employees20
Clients2
DateJun 2020
Total AUM$663M
Discretionary$630.9M
Non-Disc.$32.1M
Employees20
Clients2
DateJan 2020
Total AUM$663M
Discretionary$630.9M
Non-Disc.$32.1M
Employees20
Clients2
DateMar 2019
Total AUM$580.5M
Discretionary$553M
Non-Disc.$27.5M
Employees26
Clients2
DateApr 2018
Total AUM$650.7M
Discretionary$627.3M
Non-Disc.$23.5M
Employees18
Clients0
DateNov 2017
Total AUM$379.7M
Discretionary$365.2M
Non-Disc.$14.5M
Employees16
Clients0
DateJul 2017
Total AUM$379.7M
Discretionary$365.2M
Non-Disc.$14.5M
Employees16
Clients600
DateJun 2017
Total AUM$379.7M
Discretionary$14.5M
Non-Disc.$365.2M
Employees16
Clients600
DateApr 2017
Total AUM$379.7M
Discretionary$14.5M
Non-Disc.$365.2M
Employees16
Clients600
DateMar 2017
Total AUM$379.7M
Discretionary$14.5M
Non-Disc.$365.2M
Employees16
Clients600
DateMar 2016
Total AUM$390.5M
Discretionary$375.9M
Non-Disc.$14.5M
Employees13
Clients800
DateMar 2016
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees13
Clients300
DateOct 2015
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees13
Clients300
DateAug 2015
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees13
Clients300
DateJul 2015
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees12
Clients300
DateJun 2015
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees12
Clients300
DateMay 2015
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees8
Clients300
DateMay 2015
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees8
Clients300
DateMay 2015
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees8
Clients300
DateMay 2015
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees8
Clients300
DateMay 2015
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees8
Clients300
DateApr 2015
Total AUM$128.5M
Discretionary$112.1M
Non-Disc.$16.3M
Employees8
Clients300
DateOct 2014
Total AUM$148.8M
Discretionary$120.2M
Non-Disc.$28.6M
Employees5
Clients300
DateMar 2014
Total AUM$148.8M
Discretionary$120.2M
Non-Disc.$28.6M
Employees5
Clients300
DateMar 2014
Total AUM$71.5M
Discretionary$41.6M
Non-Disc.$29.9M
Employees5
Clients200
DateJan 2014
Total AUM$71.5M
Discretionary$41.6M
Non-Disc.$29.9M
Employees5
Clients200
DateDec 2013
Total AUM$71.5M
Discretionary$41.6M
Non-Disc.$29.9M
Employees5
Clients200
DateAug 2013
Total AUM$71.5M
Discretionary$41.6M
Non-Disc.$29.9M
Employees5
Clients200
DateJul 2013
Total AUM$71.5M
Discretionary$41.6M
Non-Disc.$29.9M
Employees5
Clients200
DateJun 2013
Total AUM$71.5M
Discretionary$41.6M
Non-Disc.$29.9M
Employees5
Clients200
DateMay 2013
Total AUM$71.5M
Discretionary$41.6M
Non-Disc.$29.9M
Employees5
Clients200
DateApr 2013
Total AUM$71.5M
Discretionary$41.6M
Non-Disc.$29.9M
Employees5
Clients200
DateApr 2013
Total AUM$71.5M
Discretionary$41.6M
Non-Disc.$29.9M
Employees5
Clients200
DateApr 2012
Total AUM$64.4M
Discretionary$39.9M
Non-Disc.$24.5M
Employees1
Clients200
DateApr 2012
Total AUM$64.4M
Discretionary$39.9M
Non-Disc.$24.5M
Employees1
Clients200
DateApr 2011
Total AUM$70.9M
Discretionary$30.8M
Non-Disc.$40.2M
Employees5
Clients--
DateSep 2010
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateAug 2010
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateJun 2010
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateApr 2010
Total AUM$1.8M
Discretionary$0
Non-Disc.$1.8M
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--