Wealth Manager
    SEC Registered

    United Brokerage Services Inc

    Registered investment advisor · Parkersburg, West Virginia · CRD #39062

    Assets Under Management
    $372M
    Client Accounts
    1,390
    Employees
    95
    CRD Number
    39062
    Registration
    SEC Registered
    Custodian
    Wells Fargo Clearing Services, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About United Brokerage Services Inc

    United Brokerage Services Inc. is an independent financial advisory firm founded in 1990, offering investment advisory, retirement, and estate planning services. It employs 2-10 staff and provides tailored financial strategies to clients.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is United Brokerage Services Inc's AUM?

    United Brokerage Services Inc reports approximately $372M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is United Brokerage Services Inc headquartered?

    United Brokerage Services Inc is headquartered in Parkersburg, West Virginia.

    What is United Brokerage Services Inc's CRD number?

    United Brokerage Services Inc's CRD number is 39062. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does United Brokerage Services Inc manage?

    United Brokerage Services Inc manages approximately 1,390 client accounts according to its latest SEC filing.

    Is United Brokerage Services Inc SEC registered?

    Yes, United Brokerage Services Inc is registered with the SEC as an investment adviser with an approved registration status.

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