Ubp Investment Advisors SA

Ubp Investment Advisors SA (CRD# 169987) is a financial advisory firm headquartered in Geneva, . They manage $290,000,000 in 107 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $2,710,280
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Ubp Investment Advisors SA
No Advisor Found.
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