A complete list of active advisors currently associated with United Global Advisors, LLC

Warmer can help you find a great advisor at United Global Advisors, LLC or one who fits your needs even better.

The firm provides non-discretionary portfolio management and investment advice primarily to individual investors and to pooled investment vehicles, with a stated focus on capital appreciation. It reports approximately $45.4 million in assets under management across its client relationships. UGA uses a mix of fundamental, technical, cyclical and quantitative analysis and may implement long‑term, short‑term, trading, balanced and buy‑and‑hold strategies depending on client objectives and risk tolerance. Accounts are managed on a non‑discretionary basis, requiring client approval before trades, and the firm discloses advisory activity for pooled vehicles that relies on a CFTC Rule 4.13 exemption filing for a partnership. Compared with many peers, the firm highlights involvement with commodity‑related pooled activity and has taken regulatory steps tied to that activity, serves charitable organization clients, and its lead advisor holds outside industry roles including affiliated broker‑dealer registrations and active insurance and real estate licenses. These intersections of commodity‑pool exemption filings, nonprofit involvement, and multiple financial‑industry affiliations are less common among similar independent advisers.

To learn more about the advisors currently working at United Global Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.