United Capital Wealth Management
GPTKB entity
Statements (47)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:acquisition |
gptkb:Goldman_Sachs
|
| gptkbp:awards |
Best Places to Work
WealthManagement.com Industry Awards |
| gptkbp:customerBase |
Families
Institutions High-Net-Worth Individuals |
| gptkbp:customerService |
High
|
| gptkbp:founded |
2005
|
| gptkbp:founder |
gptkb:Joe_Duran
|
| gptkbp:growthRate |
20% annually
|
| gptkbp:headCoach |
gptkb:Joe_Duran
|
| gptkbp:headquarters |
gptkb:Newport_Beach,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
United Capital Wealth Management
|
| gptkbp:investmentFocus |
Goal-Based_Investing
|
| gptkbp:marketingStrategy |
Content Marketing
Digital_Marketing Social_Media_Engagement |
| gptkbp:missions |
To help clients achieve their financial goals.
|
| gptkbp:numberOfEmployees |
Over 300
|
| gptkbp:operatesIn |
gptkb:United_States
|
| gptkbp:partnerships |
Financial Advisors
Technology Providers Investment Firms |
| gptkbp:philanthropy |
Community Engagement
Charitable Contributions Financial Literacy Programs |
| gptkbp:regulatoryBody |
gptkb:FINRA
gptkb:SEC |
| gptkbp:revenue |
Over $100 million
|
| gptkbp:services |
Financial Planning
Investment Management Retirement Planning Tax Planning |
| gptkbp:subsidiary |
gptkb:United_Capital_Asset_Management
gptkb:United_Capital_Financial_Advisers |
| gptkbp:technology |
Investment Analytics
Client Portal Wealth_Management_Software |
| gptkbp:type |
Private_Company
|
| gptkbp:values |
Collaboration
Innovation Integrity Excellence Client Focus |
| gptkbp:vision |
To be the most trusted financial partner.
|
| gptkbp:website |
www.unitedcapitalfinancial.com
|