United Brokerage Services, Inc
● SEC registered since 2015CRD 39062SEC# 801-80804Parkersburg, WV
Reg. AUM
$372.3M
Employees
95
Accounts
1,390
Location
Parkersburg, WV
United Brokerage Services, Inc assets under management
United Brokerage Services, Inc operates as an SEC-registered investment adviser based in Parkersburg, WV. The firm has been registered since 2015. It reports $372.3 million in regulatory assets under management and employs 95 people.
United Brokerage Services, Inc owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ami Lee Shaver Control | Director | Under 5% | 2002 |
| Angie Marie Board | Finop | Under 5% | 2016 |
| Donald Frederick Mock | Director | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does United Brokerage Services, Inc manage?
United Brokerage Services, Inc reports $372.3 million in regulatory assets under management on its Form ADV.
How many employees does United Brokerage Services, Inc have?
United Brokerage Services, Inc reports 95 employees.
Where is United Brokerage Services, Inc located?
United Brokerage Services, Inc is based in Parkersburg, WV and has been SEC-registered since 2015.
Does United Brokerage Services, Inc disclose fund performance?
United Brokerage Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 514 Market Street, Parkersburg, WV 26101 |
| Phone | 888-424-6158 |
| Fax | (304) 424-3042 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$372.3M▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$372.3Mregulatory AUM
Discretionary $0Non-discretionary $372.3M