Unionbanc Investment Services, LLC

Unionbanc Investment Services, LLC (CRD# 14455) is a financial advisory firm headquartered in Glendale, CA. They manage $1,291,432,245 in 4,665 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,291
    MILLION
  • Total Number of Accounts
    4,665
    ACCOUNTS
  • Average Account Value
    $276,834
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 11 - 20 of 247 top financial advisors.
11
Michael C. Andrus
CRD#: 2995140
530 B Street, Suite 2400, San Diego, CA 92101

Michael Andrus (CRD# 2995140) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 21 years of experience in the finance industry.

12
William J. Angelotti
CRD#: 2953153
800 N Brand Blvd., 16th Floor, Glendale, CA 91203

William Angelotti (CRD# 2953153) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Glendale, CA and has over 22 years of experience in the finance industry.

13
Margaret C. Ash
CRD#: 5794228
601 Larkspur Landing Circle, Larkspur, CA 94939

Margaret Ash (CRD# 5794228) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Larkspur, CA and has over 9 years of experience in the finance industry.

14
Sharon D. Azgour
CRD#: 2703690
110 East 9th Street, Suite C150, Los Angeles, CA 90079

Sharon Azgour (CRD# 2703690) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Los Angeles, CA and has over 24 years of experience in the finance industry.

15
Daniel R. Babai
CRD#: 4210028
20 East Carrillo St, Santa Barbara, CA 93101

Daniel Babai (CRD# 4210028) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.

16
Negin Banaei
CRD#: 5353020
530 B Street, Suite 2400, San Diego, CA 92101

Negin Banaei (CRD# 5353020) 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.

17
Christopher B. Bannon
CRD#: 3013035
29015 Thousand Oaks Blvd, Agoura Hills, CA 91301

Christopher Bannon (CRD# 3013035) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Agoura Hills, CA and has over 21 years of experience in the finance industry.

18
Cheryl L. Bates-Rhoades
CRD#: 2878106
3223 Crow Canyon Road, San Ramon, CA 94583

Cheryl Bates-Rhoades (CRD# 2878106) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Ramon, CA and has over 14 years of experience in the finance industry.

19
Brian S. Batt
CRD#: 2226520
350 California St, 18th Floor, San Francisco, CA 94104

Brian Batt (CRD# 2226520) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.

20
Kimberly A. Baumgartner
CRD#: 2747374
1501 Commerce Street, Tacoma, WA 98402

Kimberly Baumgartner (CRD# 2747374) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Tacoma, WA and has over 23 years of experience in the finance industry.

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