About UNION CAPITAL ASSOCIATES, L.P.
Union Capital Associates, L.P. is a leading financial management firm that specializes in helping clients achieve their financial goals. Founded in 1985, the firm has a team of experienced and knowledgeable advisors who are dedicated to providing top-notch financial advice and services to their clients.
How does the advisor help clients – Key Takeaways:
Union Capital Associates, L.P. offers a wide range of services to their clients, including retirement planning, investment management, estate planning, tax planning, and more. The firm’s team of advisors works closely with each client to understand their unique financial situation and develop a tailored plan to help them achieve their goals.
Facts and Insights
Union Capital Associates, L.P. has over $2 billion in assets under management and has been in business for over 35 years. The firm has a team of 20 advisors who have a combined experience of over 200 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 20 | 35+ years |
Financial Services Offered
– Retirement planning
– Investment management
– Estate planning
– Tax planning
– Wealth management
– Insurance and annuity products
– And more
Client Types
Union Capital Associates, L.P. works with a diverse range of clients, including individuals, families, small business owners, and corporations. The firm is committed to providing customized financial solutions to clients of all backgrounds and financial situations.
Fees & Compensation
Union Capital Associates, L.P. is a fee-based firm, which means that they earn fees based on a percentage of the assets they manage for their clients. This incentivizes the firm to help their clients grow their assets and aligns their interests with those of their clients.
Background
Union Capital Associates, L.P. was founded in 1985 by a team of experienced financial professionals who wanted to provide comprehensive financial services to clients. The firm has grown over the years and has stayed true to its core values of honesty, integrity, and transparency.
Financial Advisor Disclosures to Know
As a registered investment advisor, Union Capital Associates, L.P. is required to adhere to strict disclosure regulations. Clients have the right to know about any potential conflicts of interest, fees, and any other important information. The firm is committed to providing full transparency to their clients, and their team of advisors is always available to answer any questions or address any concerns.
In conclusion, Union Capital Associates, L.P. is a reliable and reputable financial management firm that has been helping clients achieve their financial goals for over 35 years. With a team of experienced advisors, a wide range of services, and a commitment to transparency and client satisfaction, the firm is a top choice for those looking for expert financial guidance. Contact Union Capital Associates, L.P. today to learn more about their services and how they can help you secure your financial future.