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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| United Brokerage Services Inc
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|---|---|
| CRD # | 39062 |
| SEC # | 801-80804 |
| CIK # | |
| AUM | $389.1 M (2025-04-04) |
| Employees | 101 (52% Investors, 69% Brokers) |
| Phone | 888-424-6158 |
| Address | 514 Market Street Parkersburg, WV 26101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,851 | 330.3 |
| (b) Individuals (high net worth individuals) | 38 | 40.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 18.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,889 | 389.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,889 | 389.1 |
| Total | 1,889 | 389.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 389.1 | |
| Total | 1,889 | 389.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Spielberger & Brooks Inc
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|
NY | 0.4 |
|
South Lakeview LLC
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|
0.4 | |
|
Disciplined Equity Management Inc
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|
FL | 0.4 |
|
Santori & Peters Inc
✚
|
PA | 0.4 |
|
SARD Wealth Management Group LLC
✚
|
GA | 0.4 |
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 0.4 |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |
|
G&S Capital LLC
✚
|
CO | 0.4 |
|
Timonier Family Office Ltd
✚
|
NC | 0.4 |
|
Wakefield Wealth Management LLLP
✚
|
CO | 0.4 |