Creative Planning Holdco, LLC is listed as Sole Member at United Capital Financial Advisors, LLC in Irving, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of United Capital Financial Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Creative Planning Holdco, LLC work?
Creative Planning Holdco, LLC is listed as Sole Member at United Capital Financial Advisors, LLC on SEC Form ADV.
How much of United Capital Financial Advisors, LLC does Creative Planning Holdco, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.