Gray will succeed Winestock in joining the Committee comprised of the companyâs 12 most senior executives. In his new position, the 51-year-old Gray will join UPSâs Management Committee, comprised of the companyâs 12 most senior executives.
Assets Under Management (AUM) Assets under management (AUM) refers to the total market value of investments managed by a mutual fund, money management firm, hedge fund, portfolio manager, or other financial services company. AUM generally changes according to the flow of money into and out of a particular fund or company.
Number of producing advisors: 333. Total firm AUM: $8.5 billion . 1. What makes your firm different? The level of securities experience among our back-office staff is well above the industry average. Another key difference is in the firmâs structure as a limited partnership. Our advisors who qualify as limited partners of the firm have a vested interest in the firm and share in the profits each year. This is unique to United Planners and results in our representatives benefitting as legitimate business partners. 2.