United Brokerage Services INC

Public-record details

Address

514 Market Street, Parkersburg, WV 26101

Phone

(888) 424-6158

Listed under

% of assets managed

Legal name

United Brokerage Services, INC

CRD number

39062

Registration

SEC registered since 2015-01-09

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$372.3 million

Accounts managed

1,390

Clients reported (Form ADV 5.D)

1,390

Individual / high-net-worth clients

1,319 / 49

Employees

95

Other business activities (Form ADV 6.A)

Also active as: broker-dealer, insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-04-10

SEC registered investment adviser, CRD 39062, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 39062 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.