UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
SEC Form ADV profile.
Total regulatory AUM
$12,770,766,549
Discretionary
$607,097,673
Non-discretionary
$12,163,668,876
Firm details
- CRD number
- 20804
- SEC file number
- 801-57198
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 620
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.