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United Financial Holdings
United Financial Holdings is an SEC-registered investment adviser in Irving, TX, since 2005. The firm manages $24.6 billion in assets, $22.5 billion on a...
Overview
United Financial Holdings is an SEC-registered investment adviser in Irving, TX, since 2005. The firm manages $24.6 billion in assets, $22.5 billion on a discretionary basis. It has 289 employees and 162 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Irving
Corporate office
St. Petersburg, FL, United States
Principals
William R. Klich
Chairman and sole owner
Sector focus
Frequently asked questions
What investment strategies does United Financial Holdings pursue?
The firm concentrates on two areas where Klich's background as a former bank CEO provides direct expertise: equity stakes in community and regional banks, and commercial real estate lending. The portfolio favors influence-sized positions in Southeastern US financial institutions and senior mortgage origination on Sun Belt commercial properties.
Who makes investment decisions at United Financial Holdings?
William R. Klich, as chairman and sole owner, is the central decision-maker. The firm maintains a small team and runs a principal-driven process, meaning Klich personally underwrites or approves each significant balance-sheet commitment.
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