United Advisor Group

EST. AUM
$1,426,464,988

CONTACTS
1

CLIENT ACCOUNTS
6,600

Firm Details

Metro area Cincinnati
CRD Number 324205
Website uagria.com
Client types

Overview

UAG operates with a clear mission: to provide advisors with the freedom to serve their clients without the constraints of proprietary products or burdensome compliance requirements often associated with traditional broker-dealer models. By eliminating these distractions, UAG enables advisors to focus solely on their clients' financial goals and outcomes. New RIA firm officially launched 2/6/2023 by bringing together founding partners from a mix of independent broker-dealers and independent RIAs with the sole purpose of being an RIA aggregator. They have a goal to get to $750 M over the next year and will custody with Goldman.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

United Advisor Group

Platform Details

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Address

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