Ua, LLC is a large advisory firm based in New York. It manages $560.98 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New York and Texas.
Ua provides portfolio management for businesses and institutional clients, pension consulting services, and real estate fund. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ua, LLC is $560.98 million. The firm's AUM has grown by 833% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ua, LLC for their services and products based on a percentage of assets under management. 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.
Joseph Daniel Flom has been acting as President since 1 Sep 1998. Estate Of Joseph H. Flom joined the executive team most recently as the Member.
The principal office where Ua, LLC performs its advisory services is located at 30 Broad St., 31 St Fl., New York, NY 10004, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-612-9100 or by fax 212-785-9419. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.urbanamericalp.com.