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UCS FINANCIAL SERVICES
678-541-5118
SEC #801-61186Total AUM
$29.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
10AM TO 3PM
Monday - Friday
Monday - Friday
Phone
678-541-5118
Financials
Total AUM
$29.1M
Accounts
40Discretionary
$26.5M
Accounts
33Non-Discretionary
$2.6M
Accounts
7
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.