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UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Tel: 480-991-0225
7333 East Doubletree Ranch Rd, Suite 120 Scottsdale, Arizona 85258
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER is a Scottsdale, Arizona based financial advisory firm with nearly $6,085,656,351 in assets under management and provides investment advisory services for 50361 clients. There are currently 567 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial Planning , Portfolio Management for Individuals , Pension Consulting Services , Selection of Other Advisors
Fee Structure:
A Percentage of AUM, Hourly charges, Fixed Fees, Commision Based
Firm CRD#:
20804
SEC#:
801-57198
No. of Clients:
50361
Assets under Management
$6,085,656,351
No. of Advisors:
567
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