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CAPITAL UNITED INVESTMENTS LLC
CRD 312447
YUCAIPA BLVD. SUITE A, 35051, YUCAIPA, CA, 92399, United States
Phone
909-528-0197
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$900K
Discretionary AUM
$500K
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-07-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $400K |
| High net worth individuals | 4 | $500K |
All web addresses on file
Official SEC filing: View on IAPD