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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 | $12.8 B (2026-06-18) |
| Employees | 620 (88% Investors, 87% Brokers) |
| Phone | 480-991-0225 |
| Address | 7333 East Doubletree Ranch Rd, Suite 120 Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25,159 | 6.8 |
| (b) Individuals (high net worth individuals) | 4,880 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 42 | 0.0 |
| (h) Charitable organizations | 96 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 192 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 47,883 | 12.8 |
| By Discretionary | ||
| Discretionary | 1,162 | 0.6 |
| Non-Discretionary | 46,721 | 12.2 |
| Total | 47,883 | 12.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.8 | |
| Total | 47,883 | 12.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sarofim Trust Co LTA
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|
TX | 13.0 |
|
State Farm Investment Management Corp
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|
IL | 12.9 |
|
Independent Financial Group LLC
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|
CA | 12.9 |
|
Citizens Securities Inc
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|
RI | 12.9 |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
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|
MA | 12.8 |
|
Ariel Investments LLC
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|
IL | 12.8 |
|
Westwood Management Corp
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|
TX | 12.5 |
|
Prospera Financial Services Inc
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|
TX | 12.4 |
|
Vaughan Nelson Investment Management LP
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|
TX | 12.2 |
|
Gilder Gagnon Howe & Co LLC
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|
NY | 12.1 |