UBAN Associates Inc

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Assets, Funds, Holdings

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UBAN Associates Inc
CRD #111597
SEC #801-53694
CIK #
AUM
Employees
Phone814-235-0921
Address120 Regent Court
State College, PA 16801-7964
Source [IAPD]
Total AUM ($MM)
100080060040020001999200620132021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 5 994.6
By Discretionary
Discretionary 3 577.0
Non-Discretionary 2 417.6
Total 5 994.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 994.6
Total 5 994.6
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