United Advisors America

Overview

United Advisors America is an independent registered investment adviser organized as a corporation and registered with the SEC in 2018. The firm serves individual and family clients on a percentage-of-AUM fee model and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The adviser reports no active ESG investing program and is not identified as a capital allocator; it also lists an affiliation with an insurance company. Service delivery appears centered on advisory relationships rather than proprietary product manufacturing: the firm relies primarily on external managers and pooled vehicles (see Investments & Alternatives) rather than operating its own fund platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices