|
⚲
|
| Union Capital Company
✚
|
|
|---|---|
| CRD # | 110301 |
| SEC # | 801-121320 |
| CIK # | 0001619290 |
| AUM | $180.0 MM (2024-03-24) |
| Employees | 23 (61% Investors, 87% Brokers) |
| Phone | 520-664-2001 |
| Address | 6083 E Grant Rd Tucson, AZ 85712 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 502 | 143.0 |
| (b) Individuals (high net worth individuals) | 24 | 37.0 |
| (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 | 526 | 180.0 |
| By Discretionary | ||
| Discretionary | 77 | 34.0 |
| Non-Discretionary | 449 | 146.0 |
| Total | 526 | 180.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 179.0 | |
| Total | 526 | 180.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| SC 13G | [0001619290] |
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|---|---|---|
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|
Wealthtrust Asset Management LLC
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|
Fisher Financial Advisors LLC
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|
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|
Ward & Associates
✚
|
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