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United Advisors Investment Management, LLC

● SEC registered since 2013CRD 164908SEC# 801-77527New York, NY
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
Location
New York, NY

United Advisors Investment Management, LLC assets under management

United Advisors Investment Management, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2013. It employs 2 people.
View on SEC.gov ↗

United Advisors Investment Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jaclyn Aime SandlerChief Compliance Officer And Chief Operating OfficerUnder 5%2016
United Atlantic Capital ControlMemberOver 75%2013
Mark Hulbert Penske ControlMemberOver 75%2004

Frequently asked questions

How many employees does United Advisors Investment Management, LLC have?

United Advisors Investment Management, LLC reports 2 employees.

Where is United Advisors Investment Management, LLC located?

United Advisors Investment Management, LLC is based in New York, NY and has been SEC-registered since 2013.

Does United Advisors Investment Management, LLC disclose fund performance?

United Advisors Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40 Wall Street, 17th Floor, New York, NY 10005
Phone212-444-2362
Fax212-444-2603
Office hours9:00 - 5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo