Ua Advisory Services, Inc. is a large advisory firm based in Endwell. It manages $179.84 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, Florida, New Jersey, and 4 other states.
Ua Advisory Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ua Advisory Services, Inc. is $179.84 million. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ua Advisory Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brett Ronald Schneider has been acting as President since 1 Jan 2009. Patriot Intermediate Holdings B. Corp. joined the executive team most recently as the Owner.
The principal office where Ua Advisory Services, Inc. performs its advisory services is located at 1405 Davis Avenue, Endwell, NY 13760, which is also the mailing address of the firm. An additional office of the firm is in Norwich, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 607-754-7222 or by fax 607-754-8608. The normal business hours are 8:30 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.united-advisors.com.