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UNITED ADVISOR GROUP, LLC

Doing business as UNITED ADVISOR GROUP. SEC Form ADV profile.

Total regulatory AUM
$1,426,464,988
Discretionary
$1,311,440,382
Non-discretionary
$115,024,606

Firm details

CRD number
324205
SEC file number
801-127090
Main office
CINCINNATI, OH, United States
Employees
69
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.