Noemi
Ortega
Union Capital Company
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About this Advisor
Noemi Ortega is a financial advisor based in Tucson, Arizona, working with Union Capital Company. Noemi has previously held a position at Union Capital Company. Noemi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Noemi is part of Union Capital Company, which operates out of Tucson, Arizona. The firm has 23 employees and manages assets totaling $180.0 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Union Capital Company includes asset-based and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Union Capital Company Brokerage Details
$180,000,000
23
526
$342,205
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Noemi Ortega Work History
Union Capital Company
Disclosures
Please visit the SEC profile of Noemi Ortega to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Union Capital Company
Tucson, AZ
Carlsbad, CA
Mill Valley, CA
Albuquerque, NM
Leander, TX
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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