• 13F History

United Capital Financial Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Signature - Title
Nichole Horton - COMPLIANCE OFFICER
Location
Irving, TX
Summary
This page shows a list of all the recent 13F filings made by United Capital Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UNITED CAPITAL FINANCIAL ADVISORS, LLC is reporting for United Capital Financial Partners, LLC.

UNITED CAPITAL FINANCIAL ADVISORS, LLC is reporting for United Capital Financial Partners, LLC:

Name Holdings Value Location File Number
UNITED CAPITAL FINANCIAL ADVISORS, LLC $11.8B Irving, TX 028-13508