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Unionbanc Investment Services, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Sept. 6, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $276.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

494

name start date
Cheryl Lynn Bates-Rhoades
March 2010
Adwoa Ofori-Tutu Coleman
February 2016
Eileen Louise Lund-Garrison
August 2017
Travis Eloy Ortega
April 2016
Nader Razavi
February 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Highmark Capital Management, Inc. IAR $7,448,090,880
    Intrepid Investment Bankers LLC Broker-Dealer --
    Mufg Union Bank, N.A. -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Milan Konkol Chief Compliance Officer March, 2000 less than 5%
      Shane T Triplett Institutional Sales Manager November, 2013 less than 5%
      Daniel Cesar Caneva Division Operations Mgr August, 2008 less than 5%
      Michael Timothy Feldman Chairman July, 2015 less than 5%
      Julian Michael Jacolev Chief Financial Officer June, 2016 less than 5%
      Michael Scott Mortensen President & Ceo August, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets