UNION CAPITAL MANAGEMENT CORP
UNION CAPITAL MANAGEMENT CORP is a leading financial services provider with years of expertise and experience in managing client assets. With a team of highly knowledgeable and skilled professionals, the firm is dedicated to providing expert financial advice and guidance to clients.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Helps clients achieve their financial goals and objectives
- Utilizes a comprehensive approach to financial planning and investment management
- Constantly monitors and adjusts investment strategies to ensure optimal results for clients
Facts and Insights
UNION CAPITAL MANAGEMENT CORP was founded in 2005 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1.5 billion |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 15 years |
Financial Services Offered
UNION CAPITAL MANAGEMENT CORP offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and businesses. The experienced advisors at UNION CAPITAL MANAGEMENT CORP understand that each client has unique financial goals and needs, and they strive to provide customized solutions based on their clients’ specific circumstances.
Fees & Compensation
UNION CAPITAL MANAGEMENT CORP charges clients a percentage of assets under management (AUM) as their advisory fee. This fee varies depending on the size of the client’s portfolio and the services provided. The firm does not receive any commissions or compensation from the sale of financial products, ensuring that their advice is unbiased and solely in the best interest of their clients.
Background
The advisors at UNION CAPITAL MANAGEMENT CORP have years of experience and hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They utilize their extensive knowledge and expertise to provide comprehensive financial planning and investment management services to clients.
Financial Advisor Disclosures to Know
UNION CAPITAL MANAGEMENT CORP has a clean disciplinary record and has not faced any disciplinary actions from regulatory bodies. The firm is committed to maintaining the highest ethical standards in all its business practices, ensuring transparency and trust with clients.