Michael
Padilla

Unionbanc Investment Services, LLC

CRD#2195067
Investment Advisor
in Santa Monica, CA

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About this Advisor

Michael Padilla is a financial advisor based out of Santa Monica, California with a total of 14 years of industry experience. Padilla is an employee of Unionbanc Investment Services, LLC. They have spent their complete career at Unionbanc Investment Services, Llc. Padilla holds a Series 63 license, certifying them as a securities agent, and is approved to work in California and Washington. Unionbanc Investment Services, LLC is a company that has its headquarters in Glendale, CA. The firm has offices in 203 locations and a total of 388 advisors. It manages $2 billion in total assets between its 4,542 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 4,542 accounts, just 8% are held by high-net-worth investors who have more than $1 million in assets available to invest. Unionbanc Investment Services, LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees are based on the services provided. Fees billed by Unionbanc Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

14 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

2001 N Wilshire Blvd.
Santa Monica, CA 90403

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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

Michael Padilla Work History

Michael has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Unionbanc Investment Services

*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 Michael Padilla 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

Stuart Glenn
Santa Barbara, CA
Jeremy Wallen
Tempe, AZ
Marina Adamson
Tempe, AZ
Boo Song
Seattle, WA
Monisha Mapp
Glendale, CA
Hector Penalosa
Coronado, CA
Francisco Lopez
Ventura, CA
John Frantz
Bakersfield, CA

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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