Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 21, 2017
    • $840.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $322.6K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Lee Delorenzo
November 2018
Michael Guy Riccardi
November 2018
Erin Albiez Gibbons
November 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Kathryn Payne Beller -- --
    United Financial Group, Ltd. -- --
    United Retirement Consultants, Inc. -- --
    United Wealth Planning, LLC IAR $0

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Lee Delorenzo President April, 1992 75% or more
      Kathryn Payne Beller Chief Compliance Officer September, 2009 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees