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Building 2UNITED CAPITAL FINANCIAL ADVISORS

Map pinIRVING, TX
Phone972-822-2055
NotebookSEC #801-64376
Total AUM
$24.6B
Employees
289
Clients
25,510

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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