Investment adviser · CRD 39062
UNITED BROKERAGE SERVICES INC
Investment adviser filing (IA)
UNITED BROKERAGE SERVICES, INC
PARKERSBURG, WV, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $372M Form ADV · Item 5.F
- Client accounts
- 1,390 Accounts, not individual clients
- Employees
- 95 Reported in this filing
- Advisory professionals
- 55 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,319 | $286,292,275 | 76.9% |
| High-net-worth individuals | 49 | $61,547,576 | 16.5% |
| Corporations & businesses | 22 | $24,433,600 | 6.6% |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2093583 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
514 MARKET STREETPARKERSBURG, WV, 26101, United States
CRD 39062
Filing source
Form ADV 2093583 · Apr 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.