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UNIFIED FINANCIAL SERVICES, INC.
Overview
Unified Financial Services provides trust, investment advisory, wealth management, and retirement plan administration services to corporations, endowments, and individual investors. Operating through Unified Trust Company, the firm has approximately $450 million of wealth management assets under management, more than $1 billion of employee benefits assets under administration, and some $2 billion of fiduciary trust assets. Unified Financial Services ...
Read More exited the banking sector when it sold its Unified Banking Company subsidiary to Blue River Bancshares in 2003. The company mainly serves clients in Kentucky and the surrounding region.
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John S Penn   See more contacts
Securities and Commodity Contracts Intermediation and Brokerage ,  Other Financial Investment Activities ,  Securities, Commodity Contracts, and Other Financial Investments and Related Activities ,  Finance and Insurance ,  Investment firm, general brokerage
See All Industries Manager of mutual funds, contract or fee basis
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Activities Related to Credit Intermediation ,  Agencies, Brokerages, and Other Insurance Related Activities ,  Depository Credit Intermediation ,  Insurance Carriers ,  Insurance and Employee Benefit Funds ,  Monetary Authorities-Central Bank ,  Nondepository Credit Intermediation ,  Other Financial Investment Activities
View more ,  Other Investment Pools and Funds Securities and Commodity Exchanges
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2353 Alexandria Dr Lexington, KY, 40504-3264 United States See other locations
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