September 26, 2016 11:13 PM ET

Capital Markets

Company Overview of United Capital Private Wealth Counseling

Company Overview

United Capital Private Wealth Counseling provides wealth and investment management consulting services. It offers guidance in financial planning, budgeting, saving, investing, taxes, and estate structure. The company also provides signature services that include private counseling services; trust services; and complete banking, such as cash management, checking accounts, credit cards, FDIC insured money market accounts, ATM and check cards, and online bill payments. United Capital Private Wealth Counseling was formerly known as Vantage Point Advisors, Inc. and changed its name to United Capital Private Wealth Counseling following the acquisition by United Capital Financial Advisers Inc. in M...

1029 North Bethlehem Pike

Lower Gwynedd, PA 19002

United States

Founded in 1984

Phone:

215-643-5600

Fax:

215-643-5601

Key Executives for United Capital Private Wealth Counseling

Managing Director and Wealth Adviser
Wealth Adviser
Wealth Adviser
Compensation as of Fiscal Year 2016.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by Capital IQ, a Standard & Poor's company. Bloomberg.com does not create or control the content. For inquiries, please contact Capital IQ directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
NYC2012, Inc. United States
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact United Capital Private Wealth Counseling, please visit united-capital-of-philadelphia.unitedcp.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.