United Brokerage Services Inc

$372.3MAssets under management
as of Apr 2026 · SEC Form ADV
Parkersburg, WV
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Tech stack

No one at United Brokerage Services Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Wells Fargo
Per Form ADV · $152M held · filed Mar 2024