Overview
Assets Under Management: $352 million
Headquarters: WASHINGTON, DC
High-Net-Worth Clients: 83
Average Client Assets: $2.2 million
Frequently Asked Questions
UNITED INCOME, 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 #285084), UNITED INCOME, INC. is subject to fiduciary duty under federal law.
UNITED INCOME, INC. is headquartered in WASHINGTON, DC.
UNITED INCOME, INC. serves 83 high-net-worth clients according to their SEC filing dated October 16, 2018. View client details ↓
According to their SEC Form ADV, UNITED INCOME, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
UNITED INCOME, INC. manages $352 million in client assets according to their SEC filing dated October 16, 2018.
According to their SEC Form ADV, UNITED INCOME, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.01%
Average Client Assets: $2.2 million
Total Client Accounts: 326
Discretionary Accounts: 323
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 285084
Filing ID: 1245818
Last Filing Date: 2018-10-16 12:10:00