United Insurance & Financial Group Ltd (St Croix)

United Insurance & Financial Group Ltd is an adviser based in St Croix. It manages $5 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2001.

United Insurance & Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

United Insurance & Financial Group: assets under management

The assets under management (AUM) of United Insurance & Financial Group Ltd is $5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay United Insurance & Financial Group Ltd 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 Insurance & Financial Group Ltd

Brent Mays has been acting as President since 1 Jan 1996. Kathleen Ann Zylman joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kathleen Ann Zylman	Vice president	1 Jan 1996	50% - 75%	2946978
Brent Mays	President	1 Jan 1996	50% - 75%	4364255
Brent Edward Mays	General partner	1 Jan 1996	50% - 75%	4364255

Based in St Croix

The principal office where United Insurance & Financial Group Ltd performs its advisory services is located at #6 Chandlers Wharf, St Croix, VI 00820, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.