UNITED CAPITAL FINANCIAL ADVISORS

Tel: 972-822-2055 125 E John Carpenter Frwy Suite 1200 Irving, Texas 75062

About 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

Firm CRD#:

134600

Firm SEC#:

801-64376

Assets Under Management:

$17,693,379,042

No. of Clients:

49991

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)

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