Overview
Assets Under Management: $389 million
Headquarters: PARKERSBURG, WV
High-Net-Worth Clients: 38
Average Client Assets: $1 million
Frequently Asked Questions
UNITED BROKERAGE SERVICES, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #39062), UNITED BROKERAGE SERVICES, INC is subject to fiduciary duty under federal law.
UNITED BROKERAGE SERVICES, INC is headquartered in PARKERSBURG, WV.
UNITED BROKERAGE SERVICES, INC serves 38 high-net-worth clients according to their SEC filing dated April 04, 2025. View client details ↓
According to their SEC Form ADV, UNITED BROKERAGE SERVICES, INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
UNITED BROKERAGE SERVICES, INC manages $389 million in client assets according to their SEC filing dated April 04, 2025.
According to their SEC Form ADV, UNITED BROKERAGE SERVICES, INC serves high-net-worth individuals and institutional clients. View client details ↓
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