Overview
Assets Under Management: $177 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 39
Average Client Assets: $846,153
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.64
Average High-Net-Worth Client Assets: $846,153
Total Client Accounts: 517
Discretionary Accounts: 121
Non-Discretionary Accounts: 396
Regulatory Filings
CRD Number: 110301
Filing ID: 1973890
Last Filing Date: 2025-03-31 18:18:00
Website: https://unioncapital.com