UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CRD #20804 SEC #801-57198 SCOTTSDALE, AZ 480-991-0225
SEC Registered Broker-Dealer Disclosures
Total AUM
$10.6B
Discretionary
$578.9M
Employees
614
Clients
101
Accounts
41,834
Disclosures are self-reported events from Form ADV filings. A disclosure does not necessarily indicate wrongdoing.
No disclosures on file for this firm