United Brokerage Services Inc
United Brokerage Services Inc is an SEC-registered mass-market adviser in Parkersburg, WV with $372.3M assets under management (AUM, regulatory AUM), -4% over one year. See who owns United Brokerage Services Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 39062, SEC 801-80804, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $372.3M (2026-04-10)
- Firm type
- Mass-Market Adviser
- Location
- Parkersburg, WV
- Employees
- 95
- Clients
- 1,390
- CRD
- 39062
- Ownership
- ADAMS, RICHARD MATTHEW JR; COFFMAN, STEPHEN LESLIE; BURLEY, RONALD BRADFORD; GURTIS, JULIE RITCHIE; PROCTOR, MICHAEL PATRICK
How much AUM does United Brokerage Services Inc have?
United Brokerage Services Inc reported $372.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns United Brokerage Services Inc?
Disclosed owners and executives of United Brokerage Services Inc include ADAMS, RICHARD MATTHEW JR, COFFMAN, STEPHEN LESLIE, BURLEY, RONALD BRADFORD, GURTIS, JULIE RITCHIE, PROCTOR, MICHAEL PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.