United Capital Financial Life Management

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United Capital Financial Life Management Overview

Type
Multi Family Office
Year Founded

General Information

United Capital Financial Life Management is a multi-family office headquartered in Newport Beach, United States. Established in 2005 after investment advisor Joe Duran monetized the sale of Centurion Capital to GE, the firm channels the founder’s financial-services wealth into comprehensive financial life management. It provides multi-generational planning, investment oversight, and advisory services to affluent families while leveraging technology-driven insights across its nationwide network.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Newport Beach, CA, United States

Portfolio & Notable Allocations

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