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 $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 Status	Approved
Firm CRD#	20804
SEC#	801-57198
Assets Managed by Firm	$9,326,336,708
No. of Clients	43221
No. of Advisors	570

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 Clients	AUM
Firm Total	43221	$9,326,336,708
Individuals (other than high net worth individuals)	23875	$5,536,393,419
High net worth individuals	3608	$3,465,093,078
Pension and profit sharing plans	31	$24,027,064
Charitable organizations	86	$117,913,717
Corporations or other businesses	204	$182,909,430

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VOYA INVESTMENTS, LLC 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034	$57,786,360,253	69	121
GI PARTNERS 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253	$32,630,475,936	25	152
DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop Tucson, AZ, 85706-5041	$22,942,793,322	142	123
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