CLOs on the Move

United Advisors America

www.unitedadvisors.com

 
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.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Price Peddicord
Chief Compliance Officer and In-House Counsel Profile

Similar Companies

FalconX

FalconX is a digital asset trading platform that provides clients fast, secure and reliable execution using data science to eliminate slippage and hidden fees. We`re fortunate to be backed by a wide range of investors including: Accel, Fidelity, B-Capital, Tiger Global, Accomplice, Coinbase, Fenbushi Capital, Flybridge Capital, Lightspeed Venture Partners, and others.

Cobia Capital Management

Cobia Capital Management is a New York, NY-based company in the Financial Services sector.

Delaware Investments

Delaware Investments is a US-based asset management firm with $180 billion in assets under management as of June 30, 2015. It is a wholly owned subsidiary of Australia`s Macquarie Group.

david lerner associates

In 1975, David Lerner was teaching history and economics at Bayside High School in Queens. Today, he is owner and president of David Lerner Associates, a privately-held investment company that markets more than $1 billion worth of securities annually

Ronald Blue

Ronald Blue is one of the leading companies in the Financial Services sector.