United Planners' Financial Services of America a Limited Partner
● SEC registered since 2000CRD 20804SEC# 801-57198Scottsdale, AZ
Reg. AUM
$12.77B
Employees
620
Accounts
47,883
Location
Scottsdale, AZ
United Planners' Financial Services of America a Limited Partner assets under management
United Planners' Financial Services of America a Limited Partner is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2000. It reports $12.8 billion in regulatory assets under management and employs 620 people.
United Planners' Financial Services of America a Limited Partner owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Travis Shindel Control | Vice President, Chief Financial Officer (cfo) | Under 5% | 2018 |
| Dave B Hauer Control | Vice President Compliance, Chief Compliance Officer | Under 5% | 2018 |
| Kenneth William Jr Oliverio Control | Executive Vice President, Chief Marketing Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does United Planners' Financial Services of America a Limited Partner manage?
United Planners' Financial Services of America a Limited Partner reports $12.8 billion in regulatory assets under management on its Form ADV.
How many employees does United Planners' Financial Services of America a Limited Partner have?
United Planners' Financial Services of America a Limited Partner reports 620 employees.
Where is United Planners' Financial Services of America a Limited Partner located?
United Planners' Financial Services of America a Limited Partner is based in Scottsdale, AZ and has been SEC-registered since 2000.
Does United Planners' Financial Services of America a Limited Partner disclose fund performance?
United Planners' Financial Services of America a Limited Partner is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 |
| Phone | 480-991-0225 |
| Fax | 480-991-2714 |
| Office hours | 6:30a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 918967 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$12.77B▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$12.77Bregulatory AUM
Discretionary $607.1MNon-discretionary $12.16B