UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

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

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 $6,085,656,351 assets under management, offering retirement planning & investment advisory services to 50361 clients. The firm is staffed with 567 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	20804
SEC#	801-57198
Assets Managed by Firm	$6,085,656,351
No. of Clients	50361
No. of Advisors	567

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	50361	$6,085,656,351
Individuals (other than high net worth individuals)	25992	$3,824,675,588
High net worth individuals	3032	$1,997,225,340
Pension and profit sharing plans	68	$44,560,543
Charitable organizations	83	$89,889,913
Corporations or other businesses	142	$129,304,967

Inquire with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

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