UNITED ADVISORS, LLC

UNITED ADVISORS
BOCA RATON, Florida·3 registered advisors·CRD# 133668
SEC# 801-667542561-981-1000
01

Firm Overview

AUM
$71M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at UNITED ADVISORS, LLC

3 registered advisors
Darin Patrick Pope
BOCA RATON, Florida
Jonathan Charles Goldstein
MAUMEE, Ohio
Philip Knight Selden
MAUMEE, Ohio
05

Office Locations

MAUMEE, Ohio
2 advisors
BOCA RATON, Florida
1 advisor

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Data sourced from SEC Form ADV filings. UNITED ADVISORS, LLC (CRD# 133668) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.