|
⚲
|
| United Brokerage Services Inc
✚
| |
|---|---|
| CRD # | 39062 |
| SEC # | 801-80804 |
| CIK # | |
| AUM | $249.7 MM (2024-03-26) |
| Employees | 101 (52% Investors, 69% Brokers) |
| Phone | 888-424-6158 |
| Address | 514 Market Street Parkersburg, WV 26101 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 774 | 237.7 |
| (b) Individuals (high net worth individuals) | 16 | 12.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 249.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 790 | 249.7 |
| Total | 790 | 249.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.7 | |
| Total | 790 | 249.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trademark Financial Management LLC
✚
|
MN | 0.3 |
|
Lee Johnson Capital Management LLC
✚
|
TX | 0.3 |
|
HFG Advisors Inc
✚
|
OH | 0.3 |
|
Cogent Strategic Wealth LLC
✚
|
IL | 0.3 |
|
The Retirement GUYS Formula LLC
✚
|
OH | 0.3 |
|
Royal Oak Financial Advisors LLC
✚
|
MI | 0.2 |
|
Vaughan and Company Securities Inc
✚
|
NJ | 0.2 |
|
Fai Advisors Inc
✚
|
MI | 0.2 |
|
Three Seasons Wealth
✚
|
UT | 0.2 |
|
Vista Investment Partners II LLC
✚
|
IN | 0.2 |