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United Advisors America (UAA) is an SEC-registered, fee-only investment adviser with its principal place of business in Texas. UAA currently has advisors working with clients across 22 states and is continually expanding. UAA provides a range of wealth and investment management services for individuals and families as well as their businesses. UAA`s advisors, as fiduciaries, are committed to serving in the best interests of their clients in providing investment and retirement solutions that are tailored to their individual financial and lifestyle goals.
Platform Partners was founded in 2006 with the goal of creating a leading regional investment company whose objective and investment style was differentiated from most private equity firms.
Susan M. Schneider is a Hasbrouck Heights, NJ-based company in the Financial Services sector.
Caldwell Securities is a Toronto, ON-based company in the Financial Services sector.
Appleton Capital Management is a New York, NY-based company in the Financial Services sector.