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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-28-2013
- Office Locations
- 1
Office Locations
About United Global Advisors, LLC
United Global Advisors, LLC provides wealth management and planning, including retirement and education planning, estate planning, life insurance, and mortgage lending support. The firm emphasizes asset allocation and risk management with a fixed-income tilt (primarily investment-grade corporate bonds) alongside ETF exposure. Serves retail and institutional clients, including entrepreneurs.
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Owner & Executives
DORAN JOSEPH ADHAMI
Chief Compliance Officer, Managing Member, Registered Representative
- CRD
- #3212374
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $45,415,669 | -- |
| Total | $45,415,669 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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