# UNITED ADVISORS SERVICES, LLC

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

## Registration

- CRD: 150080
- Type: SEC-registered investment adviser
- SEC file number: 801-70104
- Location: 5000 T-REX AVE, SUITE 300, BOCA RATON, FL, 33431
- Phone: 561-981-1000
- Latest filing: 2020-10-21
- Regulatory AUM: $663.0M
- Discretionary AUM: $630.9M
- Non-discretionary AUM: $32.1M
- Clients: 20
- Accounts: 2,252

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| PENSKE MARK HULBERT | MEMBER | — |
| PETER DAMIAN HUBERT | CHIEF COMPLIANCE OFFICER; MAJORITY MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+3 more) | — |
| SANDLER JACLYN AIME | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; VICE PRESIDENT (+1 more) | — |
| GOLDSTEIN JONATHAN CHARLES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND INTERIM PRESIDENT; CO-COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150080/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150080/similar
- Related entities: https://search.stillhousedata.com/firm/150080/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150080

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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.