Key facts
- UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER is a other based in SCOTTSDALE, AZ.
Registered with the SEC
Form ADV · 2026-03 · CRD 20804- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 620
- Registered office
- SCOTTSDALE, AZ
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See more of the book
- ·Watchlist + alerts for UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.