United Capital Financial Advisers
GPTKB entity
Statements (51)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:acquisition |
gptkb:Goldman_Sachs
2019 |
| gptkbp:awards |
Best Places to Work
Top Wealth Management Firms |
| gptkbp:communityInvolvement |
Philanthropy
Financial literacy programs Volunteer_work |
| gptkbp:customerBase |
Individuals
Families Institutions |
| gptkbp:customerService |
High ratings
Positive testimonials |
| gptkbp:focus |
Client-centric financial advice
|
| gptkbp:founded |
2005
|
| gptkbp:founder |
gptkb:Joe_Duran
|
| gptkbp:headquarters |
gptkb:Newport_Beach,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
United Capital Financial Advisers
|
| gptkbp:keyPeople |
gptkb:Joe_Duran
gptkb:David_G._Kauffman gptkb:Kathy_Murphy |
| gptkbp:market |
Leading wealth management firm
|
| gptkbp:mission |
To help clients achieve their financial goals.
|
| gptkbp:numberOfEmployees |
Over 300
|
| gptkbp:operatesIn |
gptkb:United_States
|
| gptkbp:parentCompany |
gptkb:Goldman_Sachs_Group,_Inc.
|
| gptkbp:partnerships |
Various financial institutions
|
| gptkbp:regulatoryCompliance |
Registered Investment Advisor
Fiduciary standard |
| gptkbp:revenue |
Confidential
|
| gptkbp:services |
Financial planning
Investment management Wealth management |
| gptkbp:strategicGoals |
Increase market presence
Enhance service offerings Leverage technology for efficiency Expand client base |
| gptkbp:subsidiary |
gptkb:United_Capital_Financial_Planning
gptkb:United_Capital_Investment_Advisory gptkb:United_Capital_Wealth_Management |
| gptkbp:technology |
Client relationship management systems
Financial planning software Investment management tools |
| gptkbp:type |
Private company
|
| gptkbp:values |
Collaboration
Innovation Integrity Transparency Client focus |
| gptkbp:vision |
To be the most trusted financial partner.
|
| gptkbp:website |
www.unitedcapitalfinancial.com
|