| Name | Title | Ownership | Since |
|---|---|---|---|
| Aubrey Marie Paganelli Control | Chief Operating Officer | Under 5% | 2022 |
| Follett Financial Holdings, LLC Control | Direct Owner | Over 75% | 2008 |
| Richard Lynn Follett Control | President | Under 5% | 2015 |
United Advisors America Corporation reports $353.7 million in regulatory assets under management on its Form ADV.
United Advisors America Corporation reports 25 employees.
United Advisors America Corporation is based in Prosper, TX and has been SEC-registered since 2018.
United Advisors America Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 290 S Preston Road, Suite 220, Prosper, TX 75078 |
| Phone | 877-443-0610 |
| Fax | 469-287-5183 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $339.8M |
| Non-discretionary | $13.9M |
| Total (RAUM) | $353.7M |