United Global Advisors, LLC

Assets Under Management

$42.3M

Number of Clients

78

Number of Advisors

1

Average Client AUM

$542K

AUM per Advisor

$42.3M

Compensation

Fee-Only (AUM)

About This Firm

United Global Advisors, LLC (UGA) is an investment management firm providing non-discretionary portfolio management services to individuals and pooled investment vehicles. The firm analyzes securities using fundamental, technical, cyclical, and quantitative analysis. UGA does not require a minimum investment amount.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

9701 Wilshire Boulevard, Suite 1000, Beverly Hills, CA, 90212

1 Advisors at this firm