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UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CRD 20804 · SEC 801-57198
7333 EAST DOUBLETREE RANCH RD, SUITE 120, SCOTTSDALE, AZ, 85258, United States
Phone
480-991-0225
Fax
480-991-2714
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.77B
Discretionary AUM
$607.1M
Team
620 total employees; 546 advisory reps; 483 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Partnership
Filing date
2026-06-18
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25159 | $6.75B |
| High net worth individuals | 4880 | $5.57B |
| Pension/profit sharing plans | 42 | $42.4M |
| Charitable organizations | 96 | $85.9M |
| Corporations/business entities | 192 | $322.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD