# UNITED ADVISORS, LLC

UNITED ADVISORS, LLC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 133668
- Type: SEC-registered investment adviser
- SEC file number: 801-66754
- Location: 5000 T-REX AVE, SUITE 300, BOCA RATON, FL, 33431
- Phone: 561-981-1000
- Latest filing: 2020-10-21
- Regulatory AUM: $71.5M
- Discretionary AUM: $49.7M
- Non-discretionary AUM: $21.8M
- Clients: 5
- Accounts: 508

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| POPE DARIN PATRICK | SENIOR VICE PRESIDENT / CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT / CHIEF COMPLIANCE OFFICER / MANAGER; SENIOR VICE PRESIDENT /  MANAGER | — |
| PENSKE MARK HULBERT | MANAGING MEMBER; MEMBER; OWNER | — |
| PETER DAMIAN HUBERT | MEMBER | — |
| SELDEN PHILIP KNIGHT | CHIEF COMPLIANCE OFFICER | — |
| SANDLER JACLYN AIME | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| GOLDSTEIN JONATHAN CHARLES | GENERAL COUNSEL AND INTERIM CCO | — |
| ECHELMEYER FRANK P | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133668/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133668/similar
- Related entities: https://search.stillhousedata.com/firm/133668/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133668

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.