UNITED CAPITAL FINANCIAL

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

374

Total plan assets

$75.2M

Filings (rows)

Direct comp

$96K

Indirect comp

Showing only "UNITED CAPITAL FINANCIAL"

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 ADV4 UNITED CAPITAL FINANCIAL ADVISOR

SERVICES PROVIDED

Advisor / Consultant3

Other service providers1

Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SELMA MEDICAL ASSOCIATES, INC. SELMA MEDICAL ASSOC INC 401K PROFIT SHARING PLAN	WINCHESTER, VA	Advisor / Consultant	70	$22.1M	$40K	$0
SELMA MEDICAL ASSOCIATES, INC. SELMA MEDICAL ASSOC INC 401K PROFIT SHARING PLAN