|
gptkbp:instanceOf
|
Asset Management Firm
|
|
gptkbp:acquisition
|
gptkb:Goldman_Sachs
|
|
gptkbp:awards
|
gptkb:Financial_Times_300_Top_Registered_Investment_Advisers
Best Places to Work
WealthManagement.com Industry Awards
Barron's_Top_100_Independent_Advisors
|
|
gptkbp:founded
|
2005
|
|
gptkbp:founder
|
gptkb:Joe_Duran
|
|
gptkbp:funding
|
$25 billion
|
|
gptkbp:headquarters
|
gptkb:Newport_Beach,_California
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
United Capital Asset Management
|
|
gptkbp:industry
|
Financial_Services
|
|
gptkbp:keyPeople
|
gptkb:Joe_Duran
Michael_J._Duran
David_M._Duran
Kathy_Lien
|
|
gptkbp:numberOfEmployees
|
Over 300
|
|
gptkbp:parentCompany
|
gptkb:Goldman_Sachs_Group,_Inc.
|
|
gptkbp:philosophy
|
Investment Strategy
Behavioral Finance
Client-Centric_Approach
Holistic_Financial_Planning
|
|
gptkbp:region
|
gptkb:United_States
|
|
gptkbp:services
|
Financial Planning
Investment Management
Wealth_Management
|
|
gptkbp:subsidiary
|
gptkb:United_Capital_Financial_Advisers
gptkb:United_Capital_Wealth_Management
United_Capital_Investment_Advisors
United_Capital_Private_Wealth_Management
|
|
gptkbp:type
|
Private_Company
|
|
gptkbp:website
|
www.unitedcapital.com
|