UNITED AMERICAN SECURITIES, INC.
B55
CRD 21274·SEC 801-32004·NEW YORK, NY
AUM
$493.0M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $279.8M
'21 · $389.1M
'22 · $393.0M
'23 · $488.1M
'25 · $449.9M
'26 · $493.0M
'20'26
$279.8M → $493.0M▲ +76%
Client mix
| Individuals Other | 182 |
| Individuals High Net Worth | 160 |
| Pension Profit Sharing Plans | 8 |
| Charitable Organizations | 5 |
| Corporations | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
3 advisors → 5 advisors▲ +67%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
655 THIRD AVENUE, SUITE 2906NEW YORK, NY 10017
Business
655 THIRD AVENUE, SUITE 2906NEW YORK, NY 10017
Edgar Recent Filings
13F-HR2026-05-14 · 0000919574-26-003005
13F-HR2026-02-17 · 0001349353-26-000003
Rdap Nameservers
Ns-1509.awsdns-60.orgNs-1796.awsdns-32.co.ukNs-292.awsdns-36.comNs-548.awsdns-04.net