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UNION CAPITAL COMPANY
CRD 110301 · SEC 801-121320
6083 E. GRANT RD., TUCSON, AZ, 85712, United States
Phone
520-664-2001
Fax
520-664-2002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.0M
Discretionary AUM
$3.0M
Team
13 total employees; 11 advisory reps; 378 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 388 | $73.0M |
| High net worth individuals | 26 | $77.0M |
States served
AZ, CA, CO, ID, IL, IN, IA, MN, NE, NV, NM, OH, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD