United Investment Managers, Inc. (Dallas)

United Investment Managers, Inc. is a large advisory firm based in Dallas. It manages $246 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Georgia, Illinois, and Texas.

United Investment Managers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

United Investment Managers: assets under management

The assets under management (AUM) of United Investment Managers, Inc. is $246 million. The firm's AUM has grown by 720% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay United Investment Managers, Inc. 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 Investment Managers, Inc.

Dennis O. Anosike has been acting as President since 1 Apr 2009. Marcellus Antoinne Taylor joined the executive team most recently as the Chairman & Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Larry Gray	Ceo	1 Apr 2001	75% - 100%	1673878
Despy Ann Giddens	Director of operations	1 Apr 2001	Other	4391962
Laurence Oneal Gray	President, ceo	1 Apr 2001	75% - 100%	1240126
Despy Ann Giddens	Comptroller	1 May 2004	Other	4391962
Gray Investment Services Corporation	Owner	1 May 2004	75% - 100%	65-1208323
Yolanda Dionne Waggoner	Chief compliance officer	1 Feb 2007	Other	2928110
Dennis O. Anosike	President	1 Apr 2009	Other	5663503
Dennis O. Anosike	President	1 May 2009	Other	5663503
Marcellus Antoinne Taylor	Chairman & ceo	1 Sep 2009	Other	4909100
Legacy Equity Advisors	Shareholder	1 Sep 2009	75% - 100%	26-3573322

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Laurence Oneal Gray	Owner	1 Nov 2003	75% - 100%	1240126

Based in Dallas

The principal office where United Investment Managers, Inc. performs its advisory services is located at 1700 Pacific Ave, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-740-0111 or by fax 214-593-2278. The normal business hours are 9:00am - 5:00pm on Monday - Friday.