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United Planners' Group, Inc.

General PartnerUnited Planners' Financial Services of America a Limited Partner

About United Planners' Group, Inc.

United Planners' Group, Inc. is listed as General Partner at United Planners' Financial Services of America a Limited Partner in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of United Planners' Financial Services of America a Limited Partner
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does United Planners' Group, Inc. work?

United Planners' Group, Inc. is listed as General Partner at United Planners' Financial Services of America a Limited Partner on SEC Form ADV.

How much of United Planners' Financial Services of America a Limited Partner does United Planners' Group, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

United Planners' Financial Services of America a Limited Partner

TitleGeneral Partner
OwnershipOver 75%
Control personYes
Since1987