United Capital Financial Advisers LLC

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Assets, Funds, Holdings

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United Capital Financial Advisers LLC
CRD #134600
SEC #801-64376
CIK #0001463217
AUM$22.1 BB
Employees671
Phone949-999-8500
Address620 Newport Center Drive Suite 500
Newport Beach, CA 92660
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
GOVT 400.4
IVV 332.7
VTV 278.9
VUG 277.6
IGIB 261.8
AAPL 843,560.0 261.3
MBB 185.4
DBEF 176.0
SPY 159.6
NKE 135,060.0 146.3
View All
Holdings by Sector ($BB)