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United Capital Markets Inc (Denver)


United Capital Markets Inc is a large advisory firm based in Denver. It manages $130 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Missouri.

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United Capital Markets provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

United Capital Markets: assets under management

The assets under management (AUM) of United Capital Markets Inc is $130 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $130 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay United Capital Markets Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where United Capital Markets Inc performs its advisory services is located at 1380 Lawrence Street, Denver, CO 80204, which is also the mailing address of the firm. An additional office of the firm is in Clayton, MO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-825-8200 or by fax 303-825-8202. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.unitedcaptalmarkets.com.


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