The UNITED ADVISOR GROUP is a privately held investment adviser that advises $1.43Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. UNITED ADVISOR GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 600.11% over the last 3-years.
The Group has been registered with the SEC for 3.57 years and is comprised of 1 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 8170 CORPORATE PARK DR. SUITE 300, CINCINNATI, OHIO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 69 employees comprised of 51 investment and 18 non-investment staff. The total number of Employees increased by 176% over the last 3-years.
Their $1.43Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 205 other accounts. Assets of High Net Worth Individuals clients own $689.8mn or 48.36% of Total Assets and Individuals own $681.63mn or 47.78% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
UNITED ADVISOR GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.