United Capital Financial Partners, Inc.
California
Registered In
08/10/2009
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
United Capital Financial Partners, Inc. in Newport Beach, CA lists David A Fox (President) and Shelley Luks (Treasurer) of Newport Beach, CA
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Stock Corporation - Out of State - Stock
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Csc - Lawyers Incorporating Service
Registered 1505 Agent
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251 LITTLE FALLS DR, WILMINGTON, DE 19808
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David A Fox (President)
CEO
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4000 MACARTHUR BLVD STE 1000, NEWPORT BEACH, CA 92660
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Shelley Luks (Treasurer)
Chief Financial Officer
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4000 MACARTHUR BLVD STE 1000, NEWPORT BEACH, CA 92660
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Nicole M. Poulson
Secretary
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4000 MACARTHUR BLVD STE 1000, NEWPORT BEACH, CA 92660
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4000 MACARTHUR BLVD STE 1000, NEWPORT BEACH, CA 92660
View Map
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Financial Information for United Capital Financial Partners, Inc.
Form 5500
UNITED CAPITAL FINANCIAL PARTNERS, INC.
500 Newport Center Drive 2nd Floor, Newport Beach, Ca 92660 (949) 999-8500 EIN:16-1711406 Plan Admin:Jorge Bernal| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameUCFP 401(K) PLAN Plan #002 Participants BOY/EOY12 / 0 Assets BOY/EOY$261,535 / $0 | 2020 | UCFP 401(K) PLAN - Plan #002 | 12 / 0 | $261,535 / $0 |
| 2019 | Plan NameUCFP 401(K) PLAN Plan #002 Participants BOY/EOY768 / 12 Assets BOY/EOY$42,543,728 / $261,536 | 2019 | UCFP 401(K) PLAN - Plan #002 | 768 / 12 | $42,543,728 / $261,536 |
Benefit & Retirement Plans based on Form 5500.
Address Match:4000 Macarthur Blvd Ste 1000 Newport Beach, CA
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Address Match:4000 Macarthur Blvd Newport Beach, CA
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Person/City Match:Nicole M Poulson - Newport Beach, CA
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|
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|
United Capital Financial Advisers, LLC
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|
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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