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UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

7333 East Doubletree Ranch Rd, Suite 120
Scottsdale, Arizona 85258
Tel: 480-991-0225

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About UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, formally registered with the SEC as UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. The firm was established in 01/28/2000. They have over 210 offices throughout the country.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER is a Scottsdale, Arizona based Financial Planning firm with nearly $9,326,336,708 assets under management, offering retirement planning & investment advisory services to 43221 clients. The firm is staffed with 570 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#20804
SEC#801-57198
Assets Managed by Firm$9,326,336,708
No. of Clients43221
No. of Advisors570

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total43221$9,326,336,708
Individuals (other than high net worth individuals)23875$5,536,393,419
High net worth individuals3608$3,465,093,078
Pension and profit sharing plans31$24,027,064
Charitable organizations86$117,913,717
Corporations or other businesses204$182,909,430

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