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United Planners' Financial Services of America A Limited Partner
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CRD # | 20804 |
SEC # | 801-57198 |
CIK # | 0000918967, 0000820694 |
AUM | $9.3 BB (2024-08-06) |
Employees | 570 (85% Investors, 100% Brokers) |
Phone | 480-991-0225 |
Address | 7333 East Doubletree Ranch Rd, Suite 120 Scottsdale, AZ 85258 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 23,875 | 5.5 |
(b) Individuals (high net worth individuals) | 3,608 | 3.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 31 | 0.0 |
(h) Charitable organizations | 86 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 204 | 0.2 |
(n) Other | 0 | 0.0 |
Total | 43,221 | 9.3 |
By Discretionary | ||
Discretionary | 1,068 | 0.5 |
Non-Discretionary | 42,153 | 8.8 |
Total | 43,221 | 9.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 9.3 | |
Total | 43,221 | 9.3 |
Comparable Firms | State | AUM ($BB) |
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Greenhaven Associates Inc
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NY | 9.6 |
Clarfeld Financial Advisors LLC
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NY | 9.5 |
Dolan McEniry Capital Management LLC
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IL | 9.5 |
Gilder Gagnon Howe & Co LLC
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NY | 9.4 |
Capital Wealth Planning LLC
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FL | 9.2 |
Ramirez Asset Management Inc
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NY | 9.1 |
Vident Advisory LLC
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GA | 9.0 |
Agincourt Capital Management LLC
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VA | 9.0 |
Gateway Investment Advisers LLC
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OH | 8.8 |
Pyrford International Ltd
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8.6 |