Assets Under Management
$177.0M
Number of Clients
517
Number of Advisors
11
Average Client AUM
$342K
AUM per Advisor
$16.1M
Compensation
Commission-BasedFee-Only (AUM)
Union Capital Company offers discretionary and non-discretionary portfolio management services tailored to client investment goals. They provide asset allocation and portfolio management, investing in equities, fixed income, mutual funds, and ETFs. The firm evaluates client financial situations and advises on portfolio diversification.
6083 E. Grant Rd., Tucson, AZ, 85712