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Aaron Igel
UBS Financial Services INC.
1 Year of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
UBS Financial Services INC.
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
9200 advisors
Number of Clients
1,134,581 clients
Average Client Portfolio
$713K average
Assets Under Management
$808.8B
Fee Structure
Minimum Investment:
$25K
Minimum Annual Fee:
$10,000
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Location
2 Belvedere Place, Suite 220, Mill Valley, CA, 94941
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History
Regulatory History (1)
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Criminal
December 2012
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
UBS Financial Services INC.
April 2025 - Present · 10 mos
UBS Financial Services INC.
Broker
November 2024 - Present · 1 yr 3 mos
State Registrations
15 states
AK
AZ
CA
CO
CT
GA
HI
IA
ID
IL
NH
NV
NY
TX
UT
Advisor
Broker
Both
Exams
No exam information available for this advisor.