United Capital Financial Advisers LLC
Offizieller Name: UNITED CAPITAL FINANCIAL ADVISERS, LLC
Vollständige Kontaktdaten
United Capital Financial Advisers LLC
620 NEWPORT CENTER DRIVE, SUITE 500, NEWPORT BEACH, CA
949-999-8500
949-999-8545
Andere Information
United Capital Financial Advisers LLC, eine in Delaware ansässige Gesellschaft mit beschränkter Haftung, beschäftigt 671 Fachleute, darunter 332 in Beratungspositionen, und betreut 644 Kunden. Die US-amerikanische Securities and Exchange Commission hat die Registrierung des Unternehmens am 9. Juni 2005 genehmigt und damit sein Engagement für erstklassige Finanzberatung und -verwaltung bestätigt.
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Direkte Eigentümer
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GARY LAWRENCE ROTH
MANAGING DIRECTOR besitzt weniger als 5%
-
JORGE A BERNAL
MANAGING DIRECTOR, CHIEF OPERATING OFFICER besitzt weniger als 5%
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JOSEPH JOHN DURAN
MANAGING DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER besitzt weniger als 5%
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MICHAEL ANSON HERMAN
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER besitzt weniger als 5%
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MICHAEL JOHN CAPELLE
MANAGING DIRECTOR besitzt weniger als 5%
-
NATASHA IRINA PFEIFFER
COUNSEL besitzt weniger als 5%
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UNITED CAPITAL FINANCIAL PARTNERS, INC.
SOLE MEMBER AND MANAGER besitzt 75% oder mehr
Indirekte Eigentümer
-
IMD HOLDINGS, LLC
SOLE MEMBER AND MANAGER besitzt 75% oder mehr
-
THE GOLDMAN SACHS GROUP, INC.
SOLE MEMBER AND MANAGER besitzt 75% oder mehr
Firmen in der Nähe
Nachrichten
- Investment Insights: A Look at United Capital Financial Advisers' Q3 2022 vs. Q4 2022 13F Holdings Comparison
- Here’s why robo-advisors won’t replace human financial advisors
- United Capital Fortifies Its Industry-Leading Investment Management Offering with SpiderRock and iCapital Strategies
- United Capital Acquires 2 Firms in Atlanta and Quad Cities, Adds More Than $800M in AUM
- FinLife Partners Surpasses $20B Milestone