UNITED CAPITAL FINANCIAL ADV

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

573

Total plan assets

$24.7M

Filings (rows)

Direct comp

$91K

Indirect comp

Showing only "UNITED CAPITAL FINANCIAL ADV"

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UNITED CAPITAL FINANCIAL ADVISORS20 UNITED CAPITAL FINANCIAL ADVISERS15 UNITED CAPITAL FINANCIAL ADVIS11 UNITED CAPITAL FIN ADVISERS5 UNITED CAPITAL FINANCIAL ADVISOR4 UNITED CAPITAL FINANCIAL ADV4

SERVICES PROVIDED

Other service providers4

Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
AEROSPACE TECHNOLOGIES GROUP, INC. ATG RETIREMENT SAVINGS PLAN	BOCA RATON, FL	Other service providers	200	$7.0M	$11K	$0
AEROSPACE TECHNOLOGIES GROUP, INC. ATG RETIREMENT SAVINGS PLAN	BOCA RATON, FL