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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-2008
- Office Locations
- 16
Office Locations
About United Advisors America
United Advisors America is a fee-based, fiduciary wealth manager focused on retirement income security and asset preservation. They create individualized financial plans, implement them, and monitor clients over time. Portfolios emphasize asset allocation and risk management, using mutual funds and ETFs; the firm custody relationship includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
VINCENT SALVATORE AMMIRATO
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
RICHARD LYNN FOLLETT II
National Sales Director, Secretary, VICE PRESIDENT
- CRD
- #2729084
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ANTHONY LOUIS ACKERMAN
--
- CRD
- #5404842
THOMAS ALLEN BARTEN
consultant, Securities Trader
- CRD
- #5900636
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $434,285,971 | $159,840 |
| Non-Discretionary | $12,224,942 | $132,880 |
| Total | $446,510,913 | $158,957 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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