Universe · entity

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA / family office (Form ADV) · CRD 20804
Form ADV profile

AUM: $12.8B

Location: SCOTTSDALE, AZ

Disclosure: –

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.