Union Capital Company

Union Capital Company (CRD# 110301) is a financial advisory firm headquartered in Tucson, AZ. They manage $38,000,000 in 250 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $152,000
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, OH, TX

Financial Advisors at Union Capital Company
Showing 1 - 10 of 11 top financial advisors.
1
Noemi L. Ortega
CRD#: 2486499
6425 East Grant Road, Tucson, AZ 85715
93
Wealthminder
score

Noemi Ortega (CRD# 2486499) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 22 years of experience in the finance industry.

2
Lincoln T. Yu
CRD#: 475393
6425 East Grant Road, Tucson, AZ 85715
93
Wealthminder
score

Lincoln Yu (CRD# 475393) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 36 years of experience in the finance industry.

3
Francisco B. Almada
CRD#: 1575694
6425 East Grant Road, Tucson, AZ 85715
83
Wealthminder
score

Francisco Almada (CRD# 1575694) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 29 years of experience in the finance industry.

4
Joseph F. Bodkin
CRD#: 24606
6425 East Grant Road, Tucson, AZ 85715
83
Wealthminder
score

Joseph Bodkin (CRD# 24606) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 36 years of experience in the finance industry.

5
George N. Hallad
CRD#: 234371
6425 East Grant Road, Tucson, AZ 85715
83
Wealthminder
score

George Hallad (CRD# 234371) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 33 years of experience in the finance industry.

6
Peter C. Naftzger
CRD#: 3201740
Nevada City, CA
83
Wealthminder
score

Peter Naftzger (CRD# 3201740) is an Investment Advisor Representative working at Union Capital Company in Nevada City, CA and has over 17 years of experience in the finance industry.

7
Kevin M. Brown
CRD#: 1240188
410 Robbins Ave, Niles, OH 44446
75
Wealthminder
score

Kevin Brown (CRD# 1240188) is an Investment Advisor Representative working at Union Capital Company in Niles, OH and has 1 year of experience in the finance industry.

8
Larry R. Friedenberg
CRD#: 1413577
6425 East Grant Road, Tucson, AZ 85715
68
Wealthminder
score

Larry Friedenberg (CRD# 1413577) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 31 years of experience in the finance industry.

9
Kevin W. McBarron
CRD#: 1282026
Coronado, CA
58
Wealthminder
score

Kevin McBarron (CRD# 1282026) is an Investment Advisor Representative working at Union Capital Company in Coronado, CA and has over 27 years of experience in the finance industry.

10
Joe R. Garza
CRD#: 2213914
6425 E. Grant Road, Tucson, AZ 85715
51
Wealthminder
score

Joe Garza (CRD# 2213914) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 24 years of experience in the finance industry.

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