Overview
Assets Under Management: $389 million
Headquarters: PARKERSBURG, WV
High-Net-Worth Clients: 38
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.49
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,889
Non-Discretionary Accounts: 1,889
Regulatory Filings
CRD Number: 39062
Filing ID: 1976749
Last Filing Date: 2025-04-04 14:59:00
Website: https://united-brokerage.com