United Capital Financial Partners:
A National Wealth Management Firm

Recently Released!!!
Date Published: February 25, 2019
Summary PowerPoint Deck: 25 Slides

Reference PowerPoint Deck: 147 Slides

United Capital Financial Partners was founded by Joe Duran in 2004 and is based in Newport Beach, CA. The firm has made has 92 offices, 638 employees, & $21.5 billion assets under management. United Capital Financial Partners is led by its CEO Joe Duran. Its web site can be found at www.unitedcp.com.

United Capital Financial Partners' comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Acquisitions Phase
  • Technology Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, net new accounts, assets under management, net flows, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:
  • PFE Group
  • Spectrum Assets
  • Park Cities Financial Group
  • Sapient Wealth Management
  • Market Space Financial
  • Sovereign Wealth Strategies
  • Zirkin-Cutler Investments
And its profile concludes with the highlights of its organizational structure & ownership.
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