United Planners Revenue and Competitors

Phoenix, AZ USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • United Planners's estimated annual revenue is currently $57.3M per year.(i)
  • United Planners's estimated revenue per employee is $231,000

Employee Data

  • United Planners has 248 Employees.(i)
  • United Planners grew their employee count by 8% last year.

United Planners's People

NameTitleEmail/Phone
1
AVP - Practice Management & Retirement ServicesReveal Email/Phone
2
AVP, Partner DevelopmentReveal Email/Phone
3
AVP Alternative InvestmentsReveal Email/Phone
4
AVP, AccountingReveal Email/Phone
5
EVP - Chief Marketing OfficerReveal Email/Phone
6
Chief Compliance Officer/AML OfficerReveal Email/Phone
7
Advertising ManagerReveal Email/Phone
8
Corporate Brand ManagerReveal Email/Phone
9
Senior Manager Events & Corporate CommunicationReveal Email/Phone
10
I.T. ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M4158%N/AN/A
#2
$35.1M15219%N/AN/A
#3
$7.9M470%N/AN/A
#4
$18.9M905%N/AN/A
#5
$21M10014%N/AN/A
#6
$40M17312%N/AN/A
#7
$7.2M432%N/AN/A
#8
$6M366%N/AN/A
#9
$5.4M32300%N/AN/A
#10
$37.7M163N/AN/AN/A
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What Is United Planners?

United Planners never loses sight of our goal to be the most efficient service oriented Broker-Dealer working with successful independent financial professionals. Over 100 years of collective experience among our senior management team has taught us that high level personal service cannot be delivered to large numbers. For that reason our focus is on a limited number of very capable financial services professionals. Our “client oriented” service sets United Planners apart from our competitors.

keywords:N/A

N/A

Total Funding

248

Number of Employees

$57.3M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

United Planners News

2022-04-19 - Finra Bars FA Fired Over Bogus Statements, Client Checks

... depositing checks from clients that were made out to his doing-business-as name, United Planners wrote in Riposo's BrokerCheck record.

2022-04-13 - Manchester United appoint master planners as they look to redevelop Old Trafford

United appointed master planners for their Carrington training ground back in December 2021. The Athletic understands that United aim to upgrade...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$38.7M248-16%$150000B
#2
$38.7M248-16%$150000B
#3
$7.5M25032%N/A
#4
$40M2519%N/A
#5
$75M2511%N/A