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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 $9,326,336,708 in assets under management and provides investment advisory services for 43221 clients. There are currently 570 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm CRD#:
20804
SEC#:
801-57198
No. of Clients:
43221
Assets under Management
$9,326,336,708
No. of Advisors:
570
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