Overview
Assets Under Management: $10.6 billion
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 4,148
Average Client Assets: $1 million
Frequently Asked Questions
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 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 #20804), UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER is subject to fiduciary duty under federal law.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER is headquartered in SCOTTSDALE, AZ.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER serves 4,148 high-net-worth clients according to their SEC filing dated November 26, 2025. View client details ↓
According to their SEC Form ADV, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER manages $10.6 billion in client assets according to their SEC filing dated November 26, 2025.
According to their SEC Form ADV, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4,148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.37
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 41,834
Discretionary Accounts: 1,140
Non-Discretionary Accounts: 40,694
Regulatory Filings
CRD Number: 20804
Filing ID: 2030509
Last Filing Date: 2025-11-26 13:46:12
Website: 209