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UNITED CAPITAL FINANCIAL ADVISORS
IRVING, TX
972-822-2055
SEC #801-64376Total AUM
$24.6B
Employees
289Clients
25,510Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
125 E JOHN CARPENTER FRWY
SUITE 1300
IRVING
TX 75062
United States
SUITE 1300
IRVING
TX 75062
United States
Operating Hours
8:00AM-5:00PM (PST)
Monday - Friday
Monday - Friday
Phone
972-822-2055
Other Offices
46
Financials
Total AUM
$24.6B
Accounts
45,106Discretionary
$22.5B
Accounts
43,563Non-Discretionary
$2.1B
Accounts
1,543
Clients
Individual Clients
22,900AUM
$9.6B
HNW Individual Clients
1,937AUM
$11B
Pension/Profit Sharing Plan Clients
223AUM
$1.2B
Charitable Organization Clients
114AUM
$407.4M
Investment Advisor Clients
5AUM
$668.9M
Corporation or Business Clients
331AUM
$1.8B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
SUB-ADVISER FOR OTHER INVESTMENT ADVISERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
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Affiliates
Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.