AI
AI

Aaron Igel

1 Year of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
9200 advisors
Number of Clients
1,134,581 clients
Average Client Portfolio
$713K average
Assets Under Management
$808.8B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$10,000
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Location

2 Belvedere Place, Suite 220, Mill Valley, CA, 94941

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History

Regulatory History (1)
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Criminal
December 2012
Final Disposition
Employment History
Current Registrations
UBS Financial Services INC.
April 2025 - Present · 10 mos
UBS Financial Services INC.Broker
November 2024 - Present · 1 yr 3 mos
State Registrations15 states
AKAZCACOCTGAHIIAIDILNHNVNYTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.