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Scottsdale
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Tel: 480-991-0225 7333 East Doubletree Ranch Rd, Suite 120 Scottsdale, Arizona 85258

About 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
Firm CRD#:

20804

Firm SEC#:

801-57198

Assets Under Management:

$9,326,336,708

No. of Clients:

43221

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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