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| United Planners' Financial Services of America A Limited Partner
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|---|---|
| CRD # | 20804 |
| SEC # | 801-57198 |
| CIK # | 0000820694, 0000918967 |
| AUM | $10.6 B (2025-06-24) |
| Employees | 614 (78% Investors, 91% Brokers) |
| Phone | 480-991-0225 |
| Address | 7333 East Doubletree Ranch Rd, Suite 120 Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22,522 | 5.8 |
| (b) Individuals (high net worth individuals) | 4,148 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 0.0 |
| (h) Charitable organizations | 73 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 172 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 41,834 | 10.6 |
| By Discretionary | ||
| Discretionary | 1,140 | 0.6 |
| Non-Discretionary | 40,694 | 10.1 |
| Total | 41,834 | 10.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.6 | |
| Total | 41,834 | 10.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenhaven Associates Inc
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|
NY | 10.9 |
|
Everett Harris & Co
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|
CA | 10.9 |
|
Stonebridge Advisors LLC
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|
CT | 10.8 |
|
Fondsmaeglerselskabet MAJ Invest A/S
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|
10.7 | |
|
Frontier Capital Management Co LLC
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|
MA | 10.7 |
|
Asset Preservation Advisors LLC
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|
GA | 10.7 |
|
James Hambro & Partners LLP
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|
10.6 | |
|
CSM Advisors LLC
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|
PA | 10.3 |
|
Invesco Asset Management India PVT Ltd
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|
10.3 | |
|
Kestra Private Wealth Services LLC
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|
TX | 10.2 |