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UNION CAPITAL COMPANY
6083 E. Grant Rd.
Tucson, Arizona 85712
Tel: 520-664-2001
About UNION CAPITAL COMPANY
UNION CAPITAL COMPANY, formally registered with the SEC as UNION CAPITAL COMPANY. The firm was established in 05/26/2021. They have over 1 offices throughout the country.
UNION CAPITAL COMPANY is a Tucson, Arizona based Financial Planning firm with nearly $180,000,000 assets under management, offering retirement planning & investment advisory services to 526 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110301 |
| SEC# | 801-121320 |
| Assets Managed by Firm | $180,000,000 |
| No. of Clients | 526 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 526 | $180,000,000 |
| Individuals (other than high net worth individuals) | 502 | $143,000,000 |
| High net worth individuals | 24 | $37,000,000 |
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