United Ecoenergy Advisors, LLC (Delray Beach)


United Ecoenergy Advisors, LLC is an adviser based in Delray Beach. It manages $10 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.

United Ecoenergy Advisors provides portfolio management for investment companies. 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 Ecoenergy Advisors: assets under management

The assets under management (AUM) of United Ecoenergy Advisors, LLC is $10 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $10 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay United Ecoenergy Advisors, LLC 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Adam Gabriel Mayblum Shareholder 1 Feb 2005 50% - 75% 1783738
Patrick John Donelan Shareholder 1 Feb 2005 50% - 75% 1832826

Based in Delray Beach

The principal office where United Ecoenergy Advisors, LLC performs its advisory services is located at 3570 Lakeview Drive, Delray Beach, FL 33445, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 561-450-8144 or by fax 561-637-9696. The normal business hours are 9am-5pm on Monday - Friday.