Assets Under Management
$389.1M
Number of Clients
1,904
Number of Advisors
48
Average Client AUM
$204K
AUM per Advisor
$8.1M
Compensation
Fee-Only (AUM)
United Brokerage Services, Inc. (UBS) is an SEC-registered investment adviser and broker-dealer. They offer various investment advisory products and services through wrap programs sponsored by Wells Fargo Clearing Services (WFC) and Wells Fargo Advisors, LLC (WFA). These programs include Personalized Unified Managed Account, FundSource, Private Advisor Network, Compass, Allocation Advisor and DMA.
514 Market Street, Parkersburg, WV, 26101