United Planners' Financial Services Of America A Limited Partner is a large advisory firm based in Scottsdale. It manages $3.21 billion of regulatory assets for 20,657 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
United Planners' Financial Services Of America A Limited Partner provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of United Planners' Financial Services Of America A Limited Partner is $3.21 billion. The firm's AUM has grown by 1051% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay United Planners' Financial Services Of America A Limited Partner for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of David Alan Shindel is individuals with 17,922 clients and $2.23 billion of assets under management. Among the 9 most similar advisory firms, United Planners' Financial Services Of America A Limited Partner has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $3.21 billion for 20,657 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
United Planners' Financial Services Of America A Limited Partner doesn't advise any private funds.
The company employs 515 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 239 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
David Alan Shindel has been acting as President since 1 Jul 2005. Michael A Baker joined the executive team most recently as the President.
The principal office where United Planners' Financial Services Of America A Limited Partner performs its advisory services is located at 7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 The mailing address of the firm is P.O. Box 5750, Scottsdale, AZ 85261. An additional office of the firm is in Columbia, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-991-0225 or by fax 480-991-2714. The normal business hours are 6:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at unitedplanners.com.