United Global Advisors, LLC

Overview

United Global Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis. It also engages in CPO/CTA activity, which indicates involvement with commodity pool or trading-advisor programs in addition to discretionary advisory work. The client base is concentrated on individuals and families; the firm is not flagged as an active ESG investor, does not function as a capital allocator, and is not identified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices