Summary
United Advisors Company
Founded in 2008
Description
United Advisors America is a Registered Investment Advisor based in Frisco, Texas and provides asset management services in more than 20 States Nationwide. We offer fee only asset and wealth management services focused on helping our clients achieve th...
Strengths
- United Advisors Company has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since United Advisors Company was founded, the company has grown faster than the industry average
Annual Revenue
United Advisors Company's annual revenue
$2393000
Based on Kona Equity data
-
Revenue per employee
$398833
-
Variance of revenue growth
0.15
-
Annual revenue growth since founding
$424285
-
Revenue growth rate from first known quarter to current
85.6%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
68.8%
Executives
Aubrey Paganelli
No Title Available
a**@unitedadvisors.comRuth Jones
Office Administrator
r**@unitedadvisors.comPaul Heine
Estate Planning Assistant
p**@unitedadvisors.comGlen Fuller
Vice President, Sales & Marketing Support
g**@unitedadvisors.comKatie Johnson
Senior Advisor
k**@unitedadvisors.comPrice Peddicord
Chief Compliance Officer & In-House Counsel
p**@unitedadvisors.comDaniel Baxter
Investment Advisor & Representative
d**@unitedadvisors.comKatie Harrington
Investment Advisor & Representative
k**@unitedadvisors.comG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Elysien Private Wealth
elysien.com- Founded in 2005
- Location: Las Vegas, NV
- Annual Revenue: $1.1M
- Employees: 5
- Las Vegas financial advisors & independent Las Vegas wealth management services. A fee only investment management firm, specializing in investment solutions Investment Management
Core Advisors
coreadvsr.com- Annual Revenue: $1.9M
- Employees: 10
Ratcliff Financial Services Inc
ratclifffinancial.com- Founded in 1991
- Location: Richardson, TX
- Annual Revenue: $1.1M
- Employees: 6
- Ratcliff Financial Services Inc, established in 1991, is an independent Private Wealth Services Firm. Our main focus is on Investment Management. At RFSI we understand the complexities of managing a wealthy estate. Our Customized Planning
Whalen Financial
whalenfinancial.com- Founded in 1987
- Location: Las Vegas, NV
- Annual Revenue: $4.8M
- Employees: 11
- We are a leading investment management and financial advisory firm serving successful individuals, families, businesses, and foundations in Las Vegas. Retirement Income Planning - Wealth Management Services
Sierra Pacific Financial Advisors
sierrapfa.com- Location: Pleasanton, CA
- Annual Revenue: $1.9M
- Employees: 5
- Sierra Pacific Financial Advisors, LLC is a fee-only financial planning and investment management firm with offices in Pleasanton, Cupertino and Oakland, CA, providing objective financial solutions for business owners, corporate executives, professiona...
Rather & Kittrell Inc
rkcapital.com- Founded in 2000
- Location: Knoxville, TN
- Annual Revenue: $5.2M
- Employees: 24
- Rather & Kittrell is an SEC registered investment advisory firm in Knoxville, TN providing wealth management and corporate retirement plans.
Key Information
- Name: United Advisors Company
- Category: Investment management
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523; 52
See similar companies
-
By City Prosper Small Financial Planner in Prosper Mid-size Financial Planner in Prosper Investment management in Prosper Small Investment management in Prosper Mid-size Investment management in Prosper
-
By State TX Small companies in TX Investment management in TX Small Investment management in TX Mid-size Investment management in TX Small Financial Planner in TX Mid-size Financial Planner in TX
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
-
Firmographic data G Score of 6 Founded in 2008 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
United Advisors Company's headquarters are located at 290 S. Preston Rd. Ste. #220 170a Prosper, TX 75078.
United Advisors Company's official website is unitedadvisors.com
United Advisors Company's annual revenue is $2.4 M.
United Advisors Company's SIC: 62; 6211
United Advisors Company's NAICS: 523; 52.
United Advisors Company has 6 employees
United Advisors Company is in the industry of Investment management.
