United Capital Financial Advisers LLC
Nombre legal: UNITED CAPITAL FINANCIAL ADVISERS, LLC
Detalles de contacto completos
United Capital Financial Advisers LLC
620 NEWPORT CENTER DRIVE, SUITE 500, NEWPORT BEACH, CA
949-999-8500
949-999-8545
Otra información
United Capital Financial Advisers LLC, una compañía de responsabilidad limitada de Delaware, emplea a 671 profesionales, incluyendo 332 en posiciones de asesoramiento, y presta servicios a 644 clientes. La Comisión de Valores y Bolsa de los Estados Unidos aprobó el registro de la firma el 9 de junio de 2005, afirmando su compromiso de brindar asesoramiento financiero y gestión de primer nivel.
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Propietarios directos
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GARY LAWRENCE ROTH
MANAGING DIRECTOR posee menos de 5%
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JORGE A BERNAL
MANAGING DIRECTOR, CHIEF OPERATING OFFICER posee menos de 5%
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JOSEPH JOHN DURAN
MANAGING DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER posee menos de 5%
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MICHAEL ANSON HERMAN
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER posee menos de 5%
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MICHAEL JOHN CAPELLE
MANAGING DIRECTOR posee menos de 5%
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NATASHA IRINA PFEIFFER
COUNSEL posee menos de 5%
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UNITED CAPITAL FINANCIAL PARTNERS, INC.
SOLE MEMBER AND MANAGER posee 75% o más
Propietarios indirectos
-
IMD HOLDINGS, LLC
SOLE MEMBER AND MANAGER posee 75% o más
-
THE GOLDMAN SACHS GROUP, INC.
SOLE MEMBER AND MANAGER posee 75% o más
Empresas ubicadas cerca
Noticias
- 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