United Brokerage Services Inc
Firm details
- Headquarters
- Parkersburg, West Virginia
- CRD number
- 39062
- Registered since
- January 9, 2015
- Website
- www.bankwithunited.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals76.9%
- HNWI16.53%
- Corporations / Businesses6.56%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
United Brokerage Services Inc. is a corporation registered with the SEC since 2015 that operates as both a broker-dealer and an insurance broker while providing fee-based portfolio management. Its client base spans individuals and families as well as institutional and business clients. The firm charges fees as a percentage of assets under management and identifies itself as an active ESG investor. Ownership is listed as a combination of domestic entity and individual stakeholders. Advisory activity is focused on portfolio management for individuals and small businesses, along with portfolio management for businesses and institutions. The firm is not identified as a multi-state registered adviser despite operating in multiple states.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2
Micheal Earl
Senior Vice President & Chief Compliance OfficerCRD 4266715
Thomas Mudlaff
Senior Vice President & Chief Operating OfficerCRD 2359466
Contacts
3 of 74
Corey Browning
Financial AdvisorCRD 5121749
Benjamin Frazier
Financial AdvisorCRD 5270625
Nathaniel Butler
Operations ManagerCRD 5324724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Parkersburg, WV
Wood
Location
Parkersburg, WV
Headquartered in Parkersburg, WV, anchoring the Parkersburg-Marietta-Vienna, WV-OH metro in the South.
- Metro area
- Parkersburg-Marietta-Vienna, WV-OH
- Region
- South
- County
- Wood
- Address
- 514 Market St
- Time zone
- ET (UTC-5)
- Office locations
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