UNION CAPITAL COMPANY
CRD #110301 SEC #801-121320 TUCSON, AZ 520-664-2001
SEC Registered Broker-Dealer
Total AUM
$177M
Discretionary
$29M
Employees
17
Clients
--
Accounts
517
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $177M | $29M | $148M | 17 | 517 |
| Dec 2024 | $180M | $34M | $146M | 23 | 526 |
| Oct 2024 | $180M | $34M | $146M | 23 | 526 |
| Mar 2024 | $180M | $34M | $146M | 23 | 526 |
| Aug 2023 | $140M | $23M | $117M | 27 | 550 |
| Mar 2023 | $140M | $23M | $117M | 27 | 550 |
| Mar 2022 | $151M | $25M | $126M | 27 | 529 |
| Jun 2021 | $121M | $67M | $54M | 27 | 370 |
| May 2021 | $121M | $67M | $54M | 27 | 370 |
| Apr 2021 | $121M | $67M | $54M | 27 | 370 |
| Apr 2021 | $121M | $67M | $54M | 27 | 370 |
DateMar 2025
Total AUM$177M
Discretionary$29M
Non-Disc.$148M
Employees17
Clients517
DateDec 2024
Total AUM$180M
Discretionary$34M
Non-Disc.$146M
Employees23
Clients526
DateOct 2024
Total AUM$180M
Discretionary$34M
Non-Disc.$146M
Employees23
Clients526
DateMar 2024
Total AUM$180M
Discretionary$34M
Non-Disc.$146M
Employees23
Clients526
DateAug 2023
Total AUM$140M
Discretionary$23M
Non-Disc.$117M
Employees27
Clients550
DateMar 2023
Total AUM$140M
Discretionary$23M
Non-Disc.$117M
Employees27
Clients550
DateMar 2022
Total AUM$151M
Discretionary$25M
Non-Disc.$126M
Employees27
Clients529
DateJun 2021
Total AUM$121M
Discretionary$67M
Non-Disc.$54M
Employees27
Clients370
DateMay 2021
Total AUM$121M
Discretionary$67M
Non-Disc.$54M
Employees27
Clients370
DateApr 2021
Total AUM$121M
Discretionary$67M
Non-Disc.$54M
Employees27
Clients370
DateApr 2021
Total AUM$121M
Discretionary$67M
Non-Disc.$54M
Employees27
Clients370