Peter
Bogardus
Unionbanc Investment Services, LLC
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About this Advisor
Peter Bogardus is a financial advisor operating out of San Francisco, California, with 5 years of industry experience. Bogardus works at Unionbanc Investment Services, LLC. Bogardus has gained experience at Morgan Stanley Smith Barney, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Mufg Union Bank and Unionbanc Investment Services. Bogardus maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Unionbanc Investment Services, LLC is an advisory company based out of Glendale, CA. The firm has offices in 203 locations and a total of 388 financial advisors. It manages $2 billion in total assets across its 4,542 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 4,542 customer accounts, just 8% are held by high-net-worth investors who have greater than $1 million in investable assets. The business has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. However, fees charged by Unionbanc Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Unionbanc Investment Services, LLC Brokerage Details
$1,473,263,990
388
4,542
$324,365
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Peter Bogardus Work History
Peter has been registered as a financial advisor for 5 years.*
Unionbanc Investment Services
Mufg Union Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Morgan Stanley Smith Barney
*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 Peter Bogardus 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
Tempe, AZ
Santa Barbara, CA
Los Angeles, CA
Sacramento, CA
San Francisco, CA
Seattle, WA
Ventura, CA
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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