United Planners' Financial Services of America A Limited Partner

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Assets, Funds, Holdings

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United Planners' Financial Services of America A Limited Partner
CRD #20804
SEC #801-57198
CIK #0000918967, 0000820694
AUM $9.3 BB (2024-08-06)
Employees 570 (85% Investors, 100% Brokers)
Phone480-991-0225
Address7333 East Doubletree Ranch Rd, Suite 120
Scottsdale, AZ 85258
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.02001200920172025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 23,875 5.5
(b) Individuals (high net worth individuals) 3,608 3.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 31 0.0
(h) Charitable organizations 86 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 204 0.2
(n) Other 0 0.0
Total 43,221 9.3
By Discretionary
Discretionary 1,068 0.5
Non-Discretionary 42,153 8.8
Total 43,221 9.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 9.3
Total 43,221 9.3
Comparable Firms State AUM ($BB)
Greenhaven Associates Inc
NY 9.6
Clarfeld Financial Advisors LLC
NY 9.5
Dolan McEniry Capital Management LLC
IL 9.5
Gilder Gagnon Howe & Co LLC
NY 9.4
Capital Wealth Planning LLC
FL 9.2
Ramirez Asset Management Inc
NY 9.1
Vident Advisory LLC
GA 9.0
Agincourt Capital Management LLC
VA 9.0
Gateway Investment Advisers LLC
OH 8.8
Pyrford International Ltd
8.6
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