United Capital Financial Advisers LLC
正式名称: UNITED CAPITAL FINANCIAL ADVISERS, LLC
フルコンタクト詳細
United Capital Financial Advisers LLC
620 NEWPORT CENTER DRIVE, SUITE 500, NEWPORT BEACH, CA
949-999-8500
949-999-8545
他の情報
アメリカ合衆国デラウェア州に拠点を置く有限責任会社であるUnited Capital Financial Advisers LLCは、332人のアドバイザーを含む671人の専門家を雇用し、644人の顧客にサービスを提供しています。同社は2005年6月9日に米国証券取引委員会によって登録承認され、最高レベルのファイナンシャルアドバイスとマネジメントを提供することへの取り組みを確認されました。
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直接の所有者
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GARY LAWRENCE ROTH
MANAGING DIRECTOR 所有する 5％未満
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JORGE A BERNAL
MANAGING DIRECTOR, CHIEF OPERATING OFFICER 所有する 5％未満
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JOSEPH JOHN DURAN
MANAGING DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER 所有する 5％未満
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MICHAEL ANSON HERMAN
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 所有する 5％未満
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MICHAEL JOHN CAPELLE
MANAGING DIRECTOR 所有する 5％未満
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NATASHA IRINA PFEIFFER
COUNSEL 所有する 5％未満
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UNITED CAPITAL FINANCIAL PARTNERS, INC.
SOLE MEMBER AND MANAGER 所有する 75％以上
間接所有者
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IMD HOLDINGS, LLC
SOLE MEMBER AND MANAGER 所有する 75％以上
-
THE GOLDMAN SACHS GROUP, INC.
SOLE MEMBER AND MANAGER 所有する 75％以上
近くにある会社
ニュース
- 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