AdvisorCensus / Financial advisors / Illinois / Chicago, IL / UBS Financial Services Inc.
Financial advisors in Chicago, IL using UBS Financial Services Inc.
4 SEC-registered investment advisory firms headquartered in the Chicago, IL metro area name UBS Financial Services Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advisory Research Inc | Chicago | SEC-registered investment adviser | $500 million to $1 billion |
| Dolan McEniry Capital Management LLC | Chicago | SEC-registered investment adviser | Over $5 billion |
| Oak Ridge Investments, LLC | Chicago | SEC-registered investment adviser | $1 billion to $5 billion |
| Precise Investment Management, Inc. | Highland Park | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. UBS Financial Services Inc. nationwide
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AdvisorCensus. Financial advisors in Chicago, IL using UBS Financial Services Inc.. https://advisorcensus.com/advisors/il/chicago/custodians/ubs-financial-services https://advisorcensus.com/advisors/il/chicago/custodians/ubs-financial-services