United Advisors America Corporation
● SEC registered since 2018CRD 147350SEC# 801-114134Prosper, TX
Reg. AUM
$446.5M
Employees
28
Accounts
2,809
Location
Prosper, TX
United Advisors America Corporation assets under management
United Advisors America Corporation operates as an SEC-registered investment adviser based in Prosper, TX. The firm has been registered since 2018. It reports $446.5 million in regulatory assets under management and employs 28 people.
United Advisors America Corporation owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aubrey Marie Paganelli Control | Chief Operating Officer | Under 5% | 2022 |
| Follett Financial Holdings, LLC Control | Direct Owner | Over 75% | 2008 |
| Richard Lynn Follett Control | Vice President And Secretary | Under 5% | 2008 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does United Advisors America Corporation manage?
United Advisors America Corporation reports $446.5 million in regulatory assets under management on its Form ADV.
How many employees does United Advisors America Corporation have?
United Advisors America Corporation reports 28 employees.
Where is United Advisors America Corporation located?
United Advisors America Corporation is based in Prosper, TX and has been SEC-registered since 2018.
Does United Advisors America Corporation disclose fund performance?
United Advisors America Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 290 S Preston Road, Suite 220, Prosper, TX 75078 |
| Phone | 877-443-0610 |
| Fax | 469-287-5183 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$446.5M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$446.5Mregulatory AUM
Discretionary $434.3MNon-discretionary $12.2M