Overview
Assets Under Management: $243 million
High-Net-Worth Clients: 47
Average Client Assets: $2.7 million
Frequently Asked Questions
UBP INVESTMENT ADVISORS S.A. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169987), UBP INVESTMENT ADVISORS S.A. is subject to fiduciary duty under federal law.
UBP INVESTMENT ADVISORS S.A. serves 47 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, UBP INVESTMENT ADVISORS S.A. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
UBP INVESTMENT ADVISORS S.A. manages $243 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, UBP INVESTMENT ADVISORS S.A. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.44%
Average Client Assets: $2.7 million
Total Client Accounts: 73
Discretionary Accounts: 52
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 169987
Filing ID: 1174378
Last Filing Date: 2018-03-23 18:11:00