Ryan
Kirby

Unionbanc Investment Services, LLC

CRD#5224708
Investment Advisor
in San Diego, CA
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About this Advisor

Ryan Kirby is a certified financial planner working out of San Diego, California, with a total of 11 years of experience as a financial advisor. Kirby is currently employed by Unionbanc Investment Services, LLC. They have worked at Unionbanc Investment Services, Llc for the entirety of their career. Kirby has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Hawaii, New Mexico, Washington, Colorado and Virginia. Unionbanc Investment Services, LLC is a registered investment business that has its headquarters in San Diego, California. The investment advisory business has offices in 347 locations and a total of 634 advisors. It administers $1 billion in assets between its 4,151 customer accounts, making it one of the larger firms in the nation by assets under management. The firm provides services to 29 charities and foundations. Of its 4,151 client accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has 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 are based on the type of financial services offered. Fees charged by Unionbanc Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Disclosures

No

Office Location

4660 La Jolla Village Drive, Suite 175
San Diego, CA 92122-4600

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Unionbanc Investment Services, LLC Brokerage Details

Total Assets Under Management

$1,192,718,675

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

634

CA Average: 43
Total Number of Accounts

4,151

CA Average: 3,727
Average Account Size

$287,333

CA Average: $2,033,427

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Investment Advisory Services

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

Ryan Kirby Work History

Ryan has 11 years of experience.

2007 - Present (12 years)

Unionbanc Investment Services

Disclosures

Ryan Kirby has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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