UNITED CAPITAL FINANCIAL ADVISOR

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

764

Total plan assets

$280.1M

Filings (rows)

Direct comp

$118K

Indirect comp

Showing only "UNITED CAPITAL FINANCIAL ADVISOR"

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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

Advisor / Consultant2

Investment manager2

Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SHERMAN & HOWARD L.L.C. SHERMAN & HOWARD RETIREMENT PLAN (2)	DENVER, CO	Investment manager	155	$110.7M	$22K	$0
SHERMAN & HOWARD L.L.C. SHERMAN & HOWARD RETIREMENT PLAN (2)	DENVER, CO