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UNITED GLOBAL ADVISORS, LLC
CRD 167809 · SEC 801-78081
9701 WILSHIRE BOULEVARD, SUITE 1000, BEVERLY HILLS, CA, 90212, United States
Phone
424-278-1798
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $14.1M |
| High net worth individuals | 21 | $30.8M |
All web addresses on file
Official SEC filing: View on IAPD