Unionbanc Investment Services, LLC

Unionbanc Investment Services, LLC (CRD# 14455) is a financial advisory firm headquartered in Glendale, CA. They manage $1,907,750,574 in 5,203 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
800 N. Brand Boulevard, 16th Floor, Glendale, CA 91203
https://www.unionbank.com/invest
By the Numbers
  • Total Assets Under Management
    1,908
    MILLION
  • Total Number of Accounts
    5,203
    ACCOUNTS
  • Average Account Value
    $366,664
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Unionbanc Investment Services, LLC
Showing 1 - 10 of 195 top financial advisors.
1
Eric Abbe, financial advisor Woodland Hills CA
Eric P. Abbe
CRD#: 4793512
5855 Topanga Canyon Blvd., Woodland Hills, CA 91367

Eric Abbe (CRD# 4793512) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Woodland Hills, CA and has over 17 years of experience in the finance industry.

2
Jeanne Abraham, financial advisor Santa Barbara CA
Jeanne M. Abraham
CRD#: 2610909
20 East Carrillo St, Santa Barbara, CA 93101

Jeanne Abraham (CRD# 2610909) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Santa Barbara, CA and has over 25 years of experience in the finance industry.

3
Leonel Aceituno, financial advisor San Diego CA
Leonel A. Aceituno
CRD#: 6160948
1175 Rosecrans, San Diego, CA 92106

Leonel Aceituno (CRD# 6160948) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

4
Marina Adamson, financial advisor Tempe AZ
Marina Adamson
CRD#: 4253555
1101 W Washington St., 3rd Floor, Tempe, AZ 85281

Marina Adamson (CRD# 4253555) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Tempe, AZ and has over 17 years of experience in the finance industry.

5
Ernest Alamillo, financial advisor Walnut Creek CA
Ernest A. Alamillo
CRD#: 1451613
200 Pringle Ave, Ste 200, Walnut Creek, CA 94596

Ernest Alamillo (CRD# 1451613) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Walnut Creek, CA and has over 35 years of experience in the finance industry.

6
Anthony Alberico, financial advisor Carlsbad CA
Anthony Alberico
CRD#: 4243048
6988 El Camino Real, Carlsbad, CA 92009

Anthony Alberico (CRD# 4243048) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Carlsbad, CA and has over 21 years of experience in the finance industry. Anthony Alberico has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Christopher Allen, financial advisor Irvine CA
Christopher M. Allen
CRD#: 2160065
18300 Von Karman Avenue, Suite 500, Irvine, CA 92612

Christopher Allen (CRD# 2160065) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Irvine, CA and has over 30 years of experience in the finance industry.

8
Michael Alvarez, financial advisor San Diego CA
Michael C. Alvarez
CRD#: 5183288
7770 Clairemont Mesa Blvd., San Diego, CA 92111

Michael Alvarez (CRD# 5183288) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 12 years of experience in the finance industry.

9
Jenifer Anderson, financial advisor San Francisco CA
Jenifer C. Anderson
CRD#: 4409907
350 California St., 18th Floor, San Francisco, CA 94104

Jenifer Anderson (CRD# 4409907) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

10
William Angelotti, financial advisor Tempe AZ
William J. Angelotti
CRD#: 2953153
1101 W Washington St., 3rd Floor, Tempe, AZ 85281

William Angelotti (CRD# 2953153) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Tempe, AZ and has over 24 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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