Best-in-State · rank 66 · Phoenix, Arizona · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Wealth Management (high)
- “UBS Wealth Management” — forbes_shook
- Parent company — UBS (high)
- “UBS Wealth Management” — forbes_shook
- Firm type — wirehouse (medium)
- “UBS Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 358 (high)
- “Team Assets (Custodied): $358M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 3 (high)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “UBS Wealth Management” — forbes_shook
- Fee model — gap: not_public
Positioning & marketing
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Visual brand
- Has distinct logo — gap: not_found_after_search
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