Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > princeton > UNIO CAPITAL LLC
UNIO CAPITAL LLC
103 Carnegie Center
Suite 102
Princeton, New Jersey 08540
Tel: 212-920-2000
About UNIO CAPITAL LLC
UNIO CAPITAL LLC, formally registered with the SEC as UNIO CAPITAL LLC. The firm was established in 11/03/2016. They have over 1 offices throughout the country.
UNIO CAPITAL LLC is a Princeton, New Jersey based Financial Planning firm with nearly $219,755,889 assets under management, offering retirement planning & investment advisory services to 97 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166483 |
| SEC# | 801-108533 |
| Assets Managed by Firm | $219,755,889 |
| No. of Clients | 97 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 97 | $219,755,889 |
| Individuals (other than high net worth individuals) | 30 | $8,803,277 |
| High net worth individuals | 62 | $171,661,828 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,962,315 |
| Corporations or other businesses | Fewer than 5 clients | $12,661,401 |
More Retirement Planning firms in Princeton, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Princeton, New Jersey