CRD: 39062
United Brokerage Services, INC
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- Custodian
- First Clearing ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-14-1996
- Office Locations
- 54
Office Locations
About United Brokerage Services, INC
United Brokerage Services, Inc. (bankwithunited.com) supports retail and institutional investors with financial/wealth planning, portfolio construction, retirement plans and 529 solutions, plus insurance and annuity needs. Portfolios commonly use mutual funds, ETFs and fixed income. Distribution teams should note the practice is largely non-discretionary and clears through First Clearing.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD MATTHEW ADAMS JR
Chairman Of The Board, DIRECTOR
- CRD
- #2656091
- Ownership
- Less than 5%
ANGIE MARIE Boggs
Finop
- CRD
- #6464533
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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AKRAM SADAT ALEAHMAD
Branch Manager, Vice President
- CRD
- #2576947
Yared S Alemu
Chief Executive Officer, Founder
- CRD
- #6186628
Showing 2 of 98 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $372,273,451 | $267,823 |
| Total | $372,273,451 | $267,823 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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