UNITED GLOBAL ADVISORS, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 167809
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.86%
- Individuals31.03%
- Charitable Organizations1.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
United Global Advisors, LLC is a privately owned limited liability company that provides portfolio management services to individual and family clients, along with small-business advisory relationships. The firm charges a percentage-of-assets fee and reports business activity as a commodity pool operator or commodity trading advisor (CPO/CTA). It does not position itself as an ESG investor and is not registered as a multi-state adviser. Services emphasize managed portfolios rather than capital allocation or pension consulting.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds70%
- Exchange Traded Equities15%
- US Government Bonds5%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1DORAN ADHAMI
CEO & PrincipalCRD 3212374
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
LOS ANGELES
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 9701 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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