Mario
Hernandez

Unionbanc Investment Services, LLC

CRD#6389432
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Mario Hernandez is a financial advisor working in Beverly Hills, California who has 8 years of relevant experience. Hernandez is an employee of Unionbanc Investment Services, LLC. Throughout their career, Hernandez has worked at Mufg Union Bank Na and Unionbanc Investment Services. Hernandez maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Unionbanc Investment Services, LLC is a financial advisory business based out of Glendale, CA. The firm has offices in 203 locations and a total of 388 people on staff. It oversees $2 billion in assets under management across its 4,542 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 4,542 customer accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Unionbanc Investment Services, LLC offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely are based on which service is offered. However, fee types billed by Unionbanc Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

9460 Wilshire Blvd, 1St Floor
Beverly Hills, CA 90212

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Unionbanc Investment Services, LLC Brokerage Details

Total Assets Under Management

$1,473,263,990

CA Average: $7,578,581,321
Total Number of Employees

388

CA Average: 43
Total Number of Accounts

4,542

CA Average: 3,727
Average Account Size

$324,365

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mario Hernandez Work History

Mario has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Unionbanc Investment Services

1988 - Present (36 years)

Mufg Union Bank Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mario Hernandez 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 Unionbanc Investment Services, LLC

Deborah Valenzuela
Los Angeles, CA
John Frantz
Bakersfield, CA
Robin Martin
Sacramento, CA
Robert Joseph
Los Angeles, CA
Harold Rhee
San Francisco, CA
Thomas Bennett
San Ramon, CA
Francisco Lopez
Ventura, CA
Jeremy Wallen
Tempe, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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