Investment adviser · CRD 20804

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Investment adviser filing (IA)

SCOTTSDALE, AZ, United States · Form ADV filed Jun 18, 2026

Regulatory AUM: $12.8B
Client accounts: 47,883
Employees: 620
Advisory professionals: 546

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	25,159	$6,754,421,921	52.9%
High-net-worth individuals	4,880	$5,565,608,722	43.6%
Corporations & businesses	192	$322,507,586	2.5%
Charities	96	$85,871,543	0.7%
Retirement plans	42	$42,356,777	0.3%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2114357 · Jun 18, 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 funds

The 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: Jun 18, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ, 85258, United States

CRD 20804

Filing source

Form ADV 2114357 · Jun 18, 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.