UNITED CAPITAL Overview
United Capital Financial Advisers Llc is an investment advisor that manages 14.3 BN dollars in regulatory AUM and has 437 employees, of which 204 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/09 to 03/31/18. The fund's latest filing disclosed 13BN in positions, representing 91% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/09 to 03/31/18. The fund's latest filing disclosed 13BN in positions, representing 91% of the manager's regulatory AUM.
UNITED CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
UNITED CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GOVT | 3.31% | ETF | -0.36% | -0.08% | 7 | 0% | ||
| IEFA | 2.57% | ETF | -0.47% | -0.19% | 0 | 9% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
UNITED CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph J. Duran | Director, Chief Executive Officer, Investment Committee Member | November-2004 |
| Gary L. Roth | Director, Chief Financial Officer | January-2006 |
| Michael A. Herman | Chief Compliance Officer | October-2008 |
| Michael J. Capelle | Chief Strategy Officer, Investment Committee Member | September-2014 |
| David L. Hallman | Senior Vice President - Investment Committee Member | January-2013 |
UNITED CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
UNITED CAPITAL Investment Strategy
UNITED CAPITAL Portfolio Concentration
UNITED CAPITAL Location
620 NEWPORT CENTER DRIVE
SUITE 500
NEWPORT BEACH, California
UNITED STATES, 92660
SUITE 500
NEWPORT BEACH, California
UNITED STATES, 92660
UNITED CAPITAL Contact Information
Phone Number: 949-999-8500
Fax Number: 949-999-8545
Website: null
Fax Number: 949-999-8545
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here