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United Brokerage Services, Inc

● SEC registered since 2015CRD 39062SEC# 801-80804Parkersburg, WV
Export (members)
Reg. AUM
$389.1M
Employees
101
Accounts
1,889
Location
Parkersburg, WV

United Brokerage Services, Inc assets under management

United Brokerage Services, Inc operates as an SEC-registered investment adviser based in Parkersburg, WV. The firm has been registered since 2015. It reports $389.1 million in regulatory assets under management and employs 101 people.

United Brokerage Services, Inc owners & executives

12 reported
NameTitleOwnershipSince
Ami Lee Shaver ControlDirectorUnder 5%2002
Angie Marie BoardFinopUnder 5%2016
Donald Frederick MockDirectorUnder 5%2020
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Frequently asked questions

How much does United Brokerage Services, Inc manage?

United Brokerage Services, Inc reports $389.1 million in regulatory assets under management on its Form ADV.

How many employees does United Brokerage Services, Inc have?

United Brokerage Services, Inc reports 101 employees.

Where is United Brokerage Services, Inc located?

United Brokerage Services, Inc is based in Parkersburg, WV and has been SEC-registered since 2015.

Does United Brokerage Services, Inc disclose fund performance?

United Brokerage Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address514 Market Street, Parkersburg, WV 26101
Phone888-424-6158
Fax(304) 424-3042
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$389.1M
Total (RAUM)$389.1M