Tech stack
No one at United Advisor Group has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
SEI
Per Form ADV · $317M held · filed Dec 2024
Folio
Per Form ADV · $151M held · filed Dec 2024
Schwab
Per Form ADV · $21M held · filed Dec 2024
Axos Clearing
Per Form ADV · $415K held · filed Dec 2024