Union Capital Company

Union Capital Company (CRD# 110301) is a financial advisory firm headquartered in Tucson, AZ. They manage $180,000,000 in 526 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
6083 E. Grant Rd., Tucson, AZ 85712
http://www.unioncapital.com
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $342,205
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, CO, FL, IA, ID, IL, IN, MN, NE, NM, NV, OH, TN, TX, WA

Financial Advisors at Union Capital Company
Showing 11 - 14 of 14 top financial advisors.
11
Kevin McBarron, financial advisor Carlsbad CA
Kevin W. McBarron
CRD#: 1282026
Carlsbad, CA

Kevin McBarron (CRD# 1282026) is an Investment Advisor Representative working at Union Capital Company in Carlsbad, CA and has over 35 years of experience in the finance industry.

12
Noemi Ortega, financial advisor Tucson AZ
Noemi L. Ortega
CRD#: 2486499
6083 East Grant Road, Tucson, AZ 85712

Noemi Ortega (CRD# 2486499) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 29 years of experience in the finance industry.

13
Max Safdie, financial advisor Mill Valley CA
Max J. Safdie
CRD#: 408921
Mill Valley, CA

Max Safdie (CRD# 408921) is an Investment Advisor Representative working at Union Capital Company in Mill Valley, CA and has over 42 years of experience in the finance industry.

14
Richard Sladek, financial advisor Tucson AZ
Richard B. Sladek
CRD#: 426080
6083 E. Grant Rd., Tucson, AZ 85712

Richard Sladek (CRD# 426080) is an Investment Advisor Representative working at Union Capital Company in Tucson, AZ and has over 37 years 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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