UBS FINANCIAL SERVICES INC.

1200 Harbor Boulevard
Weehawken, New Jersey 7086
Tel: 201-352-3000

About UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC, formally registered with the SEC as UBS FINANCIAL SERVICES INC. The firm was established in 01/22/1971. They have over 370 offices throughout the country.

UBS FINANCIAL SERVICES INC. is a Weehawken, New Jersey based Financial Planning firm with nearly $600,808,847,012 assets under management, offering retirement planning & investment advisory services to 1077471 clients. The firm is staffed with 13059 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	8174
SEC#	801-7163
Assets Managed by Firm	$600,808,847,012
No. of Clients	1077471
No. of Advisors	13059

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based
Other(SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Security Rating
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1077471	$600,808,847,012
Individuals (other than high net worth individuals)	324575	$51,019,350,569
High net worth individuals	714891	$449,089,810,367
Pension and profit sharing plans	16932	$20,817,860,404
Charitable organizations	8062	$13,714,836,047
Corporations or other businesses	25172	$62,044,568,431

Inquire with UBS FINANCIAL SERVICES INC.

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PGIM INVESTMENTS LLC 655 Broad Street Newark, NJ, 7102	$311,778,009,814	180	509

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