Union Capital Management Corp

Union Capital Management Corp (CRD# 109670) is a financial advisory firm headquartered in , . They manage $82,160,285 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $1,676,741
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Union Capital Management Corp
Showing 1 - 3 of 3 top financial advisors.
1
Kenneth Canepa, financial advisor New Orleans LA
Kenneth J. Canepa
CRD#: 1414719
New Orleans, LA

Kenneth Canepa (CRD# 1414719) is an Investment Advisor Representative working at Union Capital Management Corp in New Orleans, LA and has over 39 years of experience in the finance industry.

2
Steven Jacobson, financial advisor New Orleans LA
Steven J. Jacobson
CRD#: 2291673
New Orleans, LA

Steven Jacobson (CRD# 2291673) is an Investment Advisor Representative working at Union Capital Management Corp in New Orleans, LA and has over 31 years of experience in the finance industry.

3
Steven Adjmi, financial advisor New Orleans LA
Steven C. Adjmi
CRD#: 3230396
New Orleans, LA

Steven Adjmi (CRD# 3230396) is an Investment Advisor Representative working at Union Capital Management Corp in New Orleans, LA and has over 24 years of experience in the finance industry.

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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