Ubs Oconnor LLC

Ubs Oconnor LLC (CRD# 108754) is a financial advisory firm headquartered in Chicago, IL. They manage $12,879,432,344 in 25 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,879
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $515,177,294
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CT, IL, NY

Financial Advisors at Ubs Oconnor LLC
No Advisor Found.
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