Gary Gygi
Gary Gygi is a registered investment advisor at Union Capital Company, based in Cedar Hills, UT, 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
4674 West 9980 North, Cedar Hills, UT, 84062
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2017Customer Dispute
September 2017Regulatory
August 2007Customer Dispute
September 2000Other Business ActivitiesSells Insurance
Gary is the owner of RIA firm Gygi Capital Management. He is also an insurance agent licensed in Utah and Florida, selling insurance products outside of variable insurance products conducted through his broker-dealer affiliation.
Employment History
Current Registrations
Union Capital CompanyBroker
Union Capital Company
Gygi Capital Management
Previous Registrations
Wbb Securities, LLC
Wbb Securities, LLCBroker
Eagle Gate Securities, INC.Broker
Eagle Gate Securities,inc.
Morgan Stanley
Morgan Stanley Dw INC.Broker
The Stuart-James Company, IncorporatedBroker
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.