Ubs Asset Management (americas) LLC

Ubs Asset Management (americas) LLC (CRD# 106838) is a financial advisory firm headquartered in New York, NY. They manage $367,882,185,924 in 353,259 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
787 7th Avenue, New York, NY 10019
http://www.ubs.com
By the Numbers
  • Total Assets Under Management
    367,882
    MILLION
  • Total Number of Accounts
    353,259
    ACCOUNTS
  • Average Account Value
    $1,041,395
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Ubs Asset Management (americas) LLC
Showing 21 - 25 of 25 top financial advisors.
21
Dylan Walsh, financial advisor New York NY
Dylan Walsh
CRD#: 6349455
787 7th Avenue, New York, NY 10019

Dylan Walsh (CRD# 6349455) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 6 years of experience in the finance industry.

22
Jae Woong Jang, financial advisor New York NY
Jae Woong Jang
CRD#: 7368557
787 7th Avenue, New York, NY 10019

Jae Woong Jang (CRD# 7368557) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 2 years of experience in the finance industry.

23
Sarah Lang, financial advisor New York NY
Sarah Lang
CRD#: 6891445
787 7th Avenue, New York, NY 10019

Sarah Lang (CRD# 6891445) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has 1 year of experience in the finance industry.

24
John Matteson, financial advisor New York NY
John L. Matteson
CRD#: 6388833
787 7th Avenue, New York, NY 10019

John Matteson (CRD# 6388833) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 2 years of experience in the finance industry.

25
Fabio Michienzi, financial advisor New York NY
Fabio Michienzi
CRD#: 7721370
787 7th Avenue, New York, NY 10019

Fabio Michienzi (CRD# 7721370) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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