Larry Friedenberg
Larry Friedenberg is a registered investment advisor at Union Capital Company, based in Tucson, AZ, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 517 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Union Capital Company manages investment portfolios for a fee based on the value of your portfolio. The annual fee ranges are:
- $0 to $5,000,000: 0.60% - 2.00%
- $5,000,001 to $10,000,000: 0.40% - 1.75%
- Over $10,000,000: Negotiable
Fees are calculated and collected quarterly in advance. There is a minimum account size of $25,000. The fees and account minimums are negotiable.
Location
6083 East Grant Road, Tucson, AZ, 85712
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2007Other Business ActivitiesSells Insurance
Larry is a fixed insurance sales agent for various insurance companies, licensed to sell life, health, and annuity products. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Union Capital Company
Union Capital CompanyBroker
Union Capital Company
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Marketing CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.