UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Total AUM
$884.8M
Employees
46Clients
1,655Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
227 NORTH SANTA FE
SALINA
KS 67401
United States
SALINA
KS 67401
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
785-823-7900
Other Offices
10
Financials
Total AUM
$884.8M
Accounts
3,738Discretionary
$827.3M
Accounts
3,584Non-Discretionary
$57.5M
Accounts
154
Clients
Individual Clients
1,286AUM
$261.6M
HNW Individual Clients
316AUM
$547.4M
Pooled Vehicle Clients
1AUM
$31.2M
Pension/Profit Sharing Plan Clients
6AUM
$11.4M
Charitable Organization Clients
16AUM
$23.1M
Corporation or Business Clients
30AUM
$10.2M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
SUB-ADVISER SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
AZCACOFLGAKSMIMONEOKTNTXWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.