Best-in-State · rank 55 · Huntsville, Alabama · listed firm: UBS Wealth Management
Logo asset (hotlink-protected, view at source): https://www.ubs.com/etc.clientlibs/ubs/fit/design/resources/img/logo/UBS_Logo_Semibold.svg
Identity & firm
- Firm — UBS Wealth Management (high)
- “firm: UBS Wealth Management” — forbes_shook
- Parent company — UBS AG (high)
- “UBS is a global firm providing financial services in over 50 countries” — firm_official
- Firm type — wirehouse (high)
- “UBS Wealth Management is part of UBS, a global diversified financial services firm” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 523 (high)
- “Team Assets (Custodied): $523M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 3 (medium)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “UBS Wealth Management is a wirehouse, not an independent RIA” — firm_official
- Fee model — gap: not_public
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — no (medium)
- “UBS Wealth Management is part of the broader UBS corporate brand” — firm_official
- Logo url — https://www.ubs.com/etc.clientlibs/ubs/fit/design/resources/img/logo/UBS_Logo_Semibold.svg (high)
- “UBS_Logo_Semibold.svg” — firm_official
- Visual brand notes — UBS corporate branding: monochrome semibold logotype, standard global bank visual identity (medium)
- “UBS_Logo_Semibold.svg — corporate standard” — firm_official