A Perfect Union for Private Investors

Combine our five-star service and premier platform with your unique business model, and you get exceptional value out of your broker-dealer relationship.

Who We Are

See what separates us from the ordinary broker-dealer.

A La Carte Technology

Pick & choose what you need. Nothing more. Nothing less. Account aggregation, advanced reporting, customizable statements, paperless workflow, and mobile freedom.

Stability & Strength

For almost 25 years, we have focused on thorough risk management, common-sense compliance, and our strong record with zero regulatory disclosures.

Transition Expertise

We do all the heavy lifting, from registration to signature-ready client paperwork. Here is feedback from actual advisors: “Fast, accurate & ‘nearly perfect.'”

What Our Clients Have to Say

Check the background of our financial professionals on FINRA's BrokerCheck.

Look us up

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John Smith

Union Capital Company is a full-service investment management and financial-planning firm serving private investors, corporations, and institutions worldwide. Financial Consultants are located in various states of the United States of America as well as various countries in the world.

More About Union Capital

Know what you want? Speak to an expert now.

(520)-664-2001

Contact Us

Phone: (520)-664-2001

Toll Free: (800)-261-9344

Fax: (520)-664-2002

Union Capital

Member FINRA/SIPC/MSRB

Check the background of this financial professional on FINRA's BrokerCheck

SEC Form CRS and Disclosures

A Perfect Union for Private Investors

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