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UNITED BROKERAGE SERVICES INC
UNITED BROKERAGE SERVICES, INC
CRD 39062 · SEC 801-80804
514 MARKET STREET, PARKERSBURG, WV, 26101, United States
Phone
888-424-6158
Fax
(304) 424-3042
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$372.3M
Discretionary AUM
$0
Team
95 total employees; 55 advisory reps; 1391 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1319 | $286.3M |
| High net worth individuals | 49 | $61.5M |
| Corporations/business entities | 22 | $24.4M |
States served
AL, CA, DC, GA, KY, MD, NJ, NY, NC, OH, PA, SC, TN, VA, WV, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD