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Building 2UNITED BROKERAGE SERVICES INC

Map pinPARKERSBURG, WV
Phone888-424-6158
NotebookSEC #801-80804
Total AUM
$372.3M
Employees
95
Clients
1,391

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
514 MARKET STREET
PARKERSBURG
WV 26101
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
888-424-6158
Other Offices
80

ReceiptFinancials

Total AUM
$372.3M
Accounts
1,390
Discretionary
$0
Accounts
0
Non-Discretionary
$372.3M
Accounts
1,390

ContactClients

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Individual Clients
1,319
AUM
$286.3M
HNW Individual Clients
49
AUM
$61.5M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Corporation or Business Clients
22
AUM
$24.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCADCFLGAHIKYMDNCNJNYOHPASCTNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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