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United Advisor

Company Profile

Company profile

Incorporated

Fiscal year end

SEC CIK

IRS number

920970980

SEC advisor number

801-127090

FINRA CRD number

324205

AUM ?

$203.75 mm (as of 28 Jun 23)

Accounts

1,334 (as of 28 Jun 23)

Employees

25 (25 investment advisory or research)

Office hours

Monday - Friday, 8:00 A.M. TO 5:00 P.M.

Ownership

Owner	Title	From	%Ownership
Gettins, Raymond, Steven	Chief Compliance Officer	11/2022	< 5%
Uag Enterprises, LLC	Member	11/2022	> 75%
Yeakley, Brian, William	Member	11/2022	25-50%
Connolly, Craig, Michael	Member	11/2022	25-50%
Rightsell, Howard, Edward	Member	11/2022	25-50%
Komar, Kevin, Michael	Member	11/2022	25-50%

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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