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Building 2UNION CAPITAL COMPANY

Map pinTUCSON, AZ
Phone520-664-2001
NotebookSEC #801-121320
Total AUM
$150M
Employees
13
Clients
414

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6083 E. GRANT RD.
TUCSON
AZ 85712
United States
Operating Hours
9:00AM TO 2:00PM
Monday - Friday
Phone
520-664-2001

ReceiptFinancials

Total AUM
$150M
Accounts
414
Discretionary
$3M
Accounts
14
Non-Discretionary
$147M
Accounts
400

ContactClients

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Individual Clients
388
AUM
$73M
HNW Individual Clients
26
AUM
$77M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AZCACOFLIAIDILINMNNENMNVOHTNTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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