United Planners' Financial Services of America A Limited Partner

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United Planners' Financial Services of America A Limited Partner
CRD #20804
SEC #801-57198
CIK #918967, 820694
AUM $3.2 BB (10% Disc, 100% US)
Employees515 (80% Investors, 100% Brokers)
Phone480-991-0225
Address7333 East Doubletree Ranch Rd, Suite 120
Scottsdale, AZ 85258
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Comparable Firms State AUM ($BB)
TIAA-CREF Trust Company FSB
MO 3.3
CW Henderson & Associates Inc
IL 3.3
Scharf Investments LLC
CA 3.2
BKD Wealth Advisors LLC
MO 3.2
Wipfli Financial Advisors LLC
WI 3.2
Gryphon International Investment Corporation
3.2
US Trust Company of Florida Savings Bank
FL 3.2
Aristotle Capital Boston LLC
MA 3.2
Markel-Gayner Asset Management Corporation
VA 3.2
Honkamp Krueger Financial Services Inc
IA 3.2
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