|
⚲
|
| United Brokerage Services Inc
✚
|
|
|---|---|
| CRD # | 39062 |
| SEC # | 801-80804 |
| CIK # | |
| AUM | $372.3 M (2026-04-10) |
| Employees | 95 (58% Investors, 74% Brokers) |
| Phone | 888-424-6158 |
| Address | 514 Market Street Parkersburg, WV 26101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,319 | 286.3 |
| (b) Individuals (high net worth individuals) | 49 | 61.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 24.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,390 | 372.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,390 | 372.3 |
| Total | 1,390 | 372.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 372.3 | |
| Total | 1,390 | 372.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
UniWealth Advisors Inc
✚
|
0.4 | |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 0.4 |
|
The Karras Company Inc
✚
|
UT | 0.4 |
|
Richard W Paul & Associates LLC
✚
|
MI | 0.4 |
|
Hibernia Wealth Partners LLC
✚
|
LA | 0.4 |
|
Callahan Wealth Advisory LLC
✚
|
0.4 | |
|
Livelife Capital Partners LLC
✚
|
MA | 0.4 |
|
Pacific Wealth Management LLC
✚
|
CA | 0.4 |
|
Union Strategic Advisors LLC
✚
|
OH | 0.4 |
|
Guggenheim Wealth Solutions LLC
✚
|
CA | 0.4 |