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Building 2UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Map pinSCOTTSDALE, AZ
Phone480-991-0225
NotebookSEC #801-57198
Total AUM
$12.8B
Employees
620
Clients
30,374

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE
AZ 85258
United States
Operating Hours
6:30AM TO 5:00PM
Monday - Friday
Phone
480-991-0225
Other Offices
209

ReceiptFinancials

Total AUM
$12.8B
Accounts
47,883
Discretionary
$607.1M
Accounts
1,162
Non-Discretionary
$12.2B
Accounts
46,721

ContactClients

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Individual Clients
25,159
AUM
$6.8B
HNW Individual Clients
4,880
AUM
$5.6B
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
42
AUM
$42.4M
Charitable Organization Clients
96
AUM
$85.9M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
192
AUM
$322.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO False Statement FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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