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UNITED CAPITAL FINANCIAL ADVISORS
Tel: 972-822-2055
125 E John Carpenter Frwy Suite 1200
Irving, Texas 75062
UNITED CAPITAL FINANCIAL ADVISORS
UNITED CAPITAL FINANCIAL ADVISORS is a Irving, Texas based financial advisory firm with nearly $17,693,379,042 in assets under management and provides investment advisory services for 49991 clients. There are currently 288 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (SUB-ADVISER FOR OTHER INVESTMENT ADVISERS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
134600
SEC#:
801-64376
No. of Clients:
49991
Assets under Management
$17,693,379,042
No. of Advisors:
288
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