About this location
UBS FINANCIAL SERVICES INC. offers selection of other advisers, portfolio management for businesses, pension consulting services, publication of periodicals or newsletters, security ratings or pricing services, financial planning services, portfolio management for individuals and/or small businesses, educational seminars/workshops and also performs business activities as futures commission merchant, broker-dealer, insurance broker or agent.
Time in Business
No submission
Total Assets Under Management
$692,292,245,524
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Other
Fixed fees
Commissions
Hourly charges
A percentage of assets under management
Advisors at This Location
David Sarno
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Kelvin Bohrer
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Warren Child
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Kelly Gunderson
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Bill Peabody
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Dyan Buehring
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Michael Silvernagel
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Mickey Portnoy
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Stephen F. Fairfax
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Matthew Philichi
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Gary Barss
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Dennis Zocco
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Quang Bui
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Perry Menard
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Janis Shipman
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Jason Tvedt
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Robert Chenier
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Jacqueline Atherden
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Caitlin Wright
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Emily Grandon
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