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"

View all 12 variants aggregated →

UNITED CAPITAL FINANCIAL ADVISORS20 UNITED CAPITAL FINANCIAL ADVISERS15 UNITED CAPITAL FINANCIAL ADVIS11 UNITED CAPITAL FIN ADVISERS5 UNITED CAPITAL FINANCIAL4 UNITED CAPITAL FINANCIAL ADVISOR4

SERVICES PROVIDED

Other service providers4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Aerospace Technologies Group, Inc. ATG Retirement Savings Plan · all filings	BOCA RATON, FL	Other service providers	200	$7.0M	$11K	$0
Aerospace Technologies Group, Inc. ATG Retirement Savings Plan · all filings	BOCA RATON, FL	Other service providers	107	$6.5M	$29K	$0
Aerospace Technologies Group, Inc. ATG Retirement Savings Plan · all filings	BOCA RATON, FL	Other service providers	152	$6.2M	$27K	$0
Aerospace Technologies Group, Inc. ATG Retirement Savings Plan · all filings	BOCA RATON, FL	Other service providers	114	$5.0M	$25K	$0