United Investment Managers, Inc. (Dallas)


United Investment Managers, Inc. is a large advisory firm based in Dallas. It manages $246 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Georgia, Illinois, and Texas.

United Investment Managers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

United Investment Managers: assets under management

The assets under management (AUM) of United Investment Managers, Inc. is $246 million. The firm's AUM has grown by 720% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay United Investment Managers, Inc. 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.

Careers at United Investment Managers, Inc.

Dennis O. Anosike has been acting as President since 1 Apr 2009. Marcellus Antoinne Taylor joined the executive team most recently as the Chairman & Ceo.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Larry Gray Ceo 1 Apr 2001 75% - 100% 1673878
Despy Ann Giddens Director of operations 1 Apr 2001 Other 4391962
Laurence Oneal Gray President, ceo 1 Apr 2001 75% - 100% 1240126
Despy Ann Giddens Comptroller 1 May 2004 Other 4391962
Gray Investment Services Corporation Owner 1 May 2004 75% - 100% 65-1208323
Yolanda Dionne Waggoner Chief compliance officer 1 Feb 2007 Other 2928110
Dennis O. Anosike President 1 Apr 2009 Other 5663503
Dennis O. Anosike President 1 May 2009 Other 5663503
Marcellus Antoinne Taylor Chairman & ceo 1 Sep 2009 Other 4909100
Legacy Equity Advisors Shareholder 1 Sep 2009 75% - 100% 26-3573322

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Laurence Oneal Gray Owner 1 Nov 2003 75% - 100% 1240126

Based in Dallas

The principal office where United Investment Managers, Inc. performs its advisory services is located at 1700 Pacific Ave, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-740-0111 or by fax 214-593-2278. The normal business hours are 9:00am - 5:00pm on Monday - Friday.