The UNITED BROKERAGE SERVICES, INC is a privately held investment adviser that advises $372.27mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. UNITED BROKERAGE SERVICES, INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 82.98% over the last 5-years.
The Group has been registered with the SEC for 11.56 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 514 MARKET STREET, PARKERSBURG, WEST VIRGINIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 95 employees comprised of 55 investment and 40 non-investment staff. The total number of Employees remained the same over the last few years.
Their $372.27mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 22 other accounts. Assets of Individuals clients own $286.29mn or 76.9% of Total Assets and High Net Worth Individuals own $61.55mn or 16.53% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
UNITED BROKERAGE SERVICES, INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.