Paul
Ucheoma
Cultivar Capital, Inc
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About this Advisor
Paul Ucheoma is a financial advisor who works out of Denton, Texas with a total of 4 years of relevant experience. Ucheoma is an advisor for Cultivar Capital, Inc. Their career trajectory has included roles at Cultivar Capital, Inc, Unt Professional Development Institute, University Of North Texas, 31St Capital and Kmf Investments. Ucheoma has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Texas. Cultivar Capital, Inc is an advisory company that has its headquarters in Denton, TX. The investment advisory business has just four financial advisors. It manages $285 million in assets under management across its 823 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides financial advice to 14 charities and foundations. Of its 823 accounts, 32% are associated with high-net-worth clients who have more than $1 million in investable assets. Cultivar Capital, Inc has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors largely vary depending on the services provided. However, fees charged by Cultivar Capital, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cultivar Capital, Inc Brokerage Details
$284,757,233
4
823
$345,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Paul Ucheoma Work History
Paul has been registered as a financial advisor for 4 years.*
Cultivar Capital, Inc
Unt Professional Development Institute
31St Capital
University Of North Texas
Kmf Investments
University Of North Texas
University Of North Texas
*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 Paul Ucheoma 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 Cultivar Capital, Inc
Denton, TX
Denton, TX
Denton, TX
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