| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Travis Shindel Control | Vice President, Chief Financial Officer (cfo) | Under 5% | 2018 |
| Dave B Hauer Control | Vice President Compliance, Chief Compliance Officer | Under 5% | 2018 |
| Kenneth William Jr Oliverio Control | Executive Vice President, Chief Marketing Officer | Under 5% | 2018 |
United Planners' Financial Services of America a Limited Partner reports $10.6 billion in regulatory assets under management on its Form ADV.
United Planners' Financial Services of America a Limited Partner reports 614 employees.
United Planners' Financial Services of America a Limited Partner is based in Scottsdale, AZ and has been SEC-registered since 2000.
United Planners' Financial Services of America a Limited Partner is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 |
| Phone | 480-991-0225 |
| Fax | 480-991-2714 |
| Office hours | 6:30a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 918967 |
| Discloses disciplinary history | Yes |
| Discretionary | $578.9M |
| Non-discretionary | $10.06B |
| Total (RAUM) | $10.64B |