UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
SEC file number 801-57198
· SCOTTSDALE, AZ
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$9.33B
Discretionary AUM
$482.6M
Employees
570
Clients
111
Firm
- Address
- 7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Apollo United Self Storage I LLC Low name-match confidence · CIK 2031588 · TX
- Apollo United Self Storage Institutional LLC Low name-match confidence · CIK 2031573 · TX
- Arrowstreet Investment Trust - Arrowstreet United States Equity Trust Fund Low name-match confidence · CIK 2067922 · MA
- Capital United Casa Lucera I, LLC Low name-match confidence · CIK 2139030 · OR
- CS United Club Ltd Low name-match confidence · CIK 2129924 · CO
- EB5 United Big Sky III, LLC Low name-match confidence · CIK 2002633 · OR
- EB5 United Big Sky IV, LLC Low name-match confidence · CIK 2075691 · OR
- EB5 United Big Sky V, LLC Low name-match confidence · CIK 2114035 · OR
- EB5 UNITED DRIGGS, LLC Low name-match confidence · CIK 2087624 · OR
- EB5 United Long Cove, LLC Low name-match confidence · CIK 2085254 · OR
- EB5 United Okeechobee II, LLC Low name-match confidence · CIK 2076158 · OR
- EB5 UNITED OKEECHOBEE, LLC Low name-match confidence · CIK 1997576 · OR
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EB5 United Okeechobee II, LLC · D/A · Nov 6, 2026$100M
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EB5 United Big Sky V, LLC · D/A · Nov 6, 2026$120M
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EB5 United Big Sky IV, LLC · D/A · Nov 6, 2026$150.4M
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EB5 United Big Sky III, LLC · D/A · Nov 6, 2026$449.6M
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EB5 UNITED OKEECHOBEE, LLC · D/A · Nov 6, 2026$100M
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EB5 United Long Cove, LLC · D/A · Jul 14, 2026$100M
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Capital United Casa Lucera I, LLC · D/A · Jul 9, 2026$16M
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Capital United Casa Lucera I, LLC · D · Jun 16, 2026$16M
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EB5 United Big Sky V, LLC · D · Jun 3, 2026$120M
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Arrowstreet Investment Trust - Arrowstreet United States Equity Trust Fund · D/A · Apr 30, 2026
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CS United Club Ltd · D · Apr 15, 2026
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Apollo United Self Storage Institutional LLC · D/A · Mar 23, 2026$25M
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Apollo United Self Storage I LLC · D/A · Mar 23, 2026$25M
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EB5 UNITED DRIGGS, LLC · D · Oct 23, 2025$20.8M
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EB5 United Long Cove, LLC · D · Sep 16, 2025$100M
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EB5 United Okeechobee II, LLC · D · Aug 26, 2025$100M
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EB5 United Big Sky IV, LLC · D · Jul 8, 2025$150.4M
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Arrowstreet Investment Trust - Arrowstreet United States Equity Trust Fund · D · May 13, 2025