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UNITED ADVISORS AMERICA
UNITED ADVISORS AMERICA CORPORATION
CRD 147350 · SEC 801-114134
290 S PRESTON ROAD, SUITE 220, PROSPER, TX, 75078, United States
Phone
877-443-0610
Fax
469-287-5183
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$446.5M
Discretionary AUM
$434.3M
Team
28 total employees; 24 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2752 | $352.4M |
| High net worth individuals | 57 | $94.2M |
States served
AL, AZ, AR, CA, CO, GA, IL, IN, IA, KS, KY, LA, MI, MN, MS, NJ, NC, OH, OK, PA, TN, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD