UBS FINANCIAL SERVICES INC.

YOUR UNIQUE LIFE . . . OUR GUIDED APPROACH At Coordinated Financial Services we strive to simplify your financial life. We craft tailor-made strategies designed to help you live the life you’ve always imagined. Our professional and insightful guidance will ensure you’re well informed and confident of your financial plans, no matter where you are in your life journey.
Revenue $770.0 m
Headquarters 4643 S Ulster St 960 Denver, Colorado 80237, US
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Company Profile

As of Date 04/01/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 13,648 -1.68%
of those in investment advisory functions 10,324 -1.29%
AUM* 1,364,652,588,062 39.72%
of that, discretionary 887,116,558,838 41.87%
Private Fund GAV* 88,703,222,419 1.50%
Avg Account Size 887,631 96.29%
High Net Worth 58.60% 6.25%
SMA’s Yes
Private Funds 209 114
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
669B 574B 478B 382B 287B 191B 96B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count64 GAV$11,958,111,677
Fund TypeLiquidity Fund Count4 GAV$2,970,075,000
Fund TypePrivate Equity Fund Count64 GAV$6,545,493,376
Fund TypeReal Estate Fund Count1 GAV$2,495,682
Fund TypeSecuritized Asset Fund Count58 GAV$29,567,323,738
Fund TypeOther Private Fund Count18 GAV$37,659,722,946

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
UBS FINANCIAL SERVICES INC. City, StateWEEHAWKEN, NJ, United States AUM$808.8 b Employees12,629 SMA’sYES Private Funds0
UBS ASSET MANAGEMENT (AMERICAS) LLC City, StateNEW YORK, NY, United States AUM$542.2 b Employees792 SMA’sYES Private Funds202
VONTOBEL SWISS FINANCIAL ADVISERS AG City, StateZURICH, Switzerland AUM$9.3 b Employees100 SMA’sYES Private Funds0
UBS REALTY INVESTORS LLC City, StateHARTFORD, CT, United States AUM$2.5 b Employees110 SMA’sNO Private Funds4
UBS TRUST COMPANY OF PUERTO RICO City, StateSAN JUAN, PR, United States AUM$1.8 b Employees5 SMA’sNO Private Funds0
UBS FARMLAND INVESTORS LLC City, StateHARTFORD, CT, United States AUM$0.0 Employees12 SMA’sNO Private Funds0
ERA UBS ASSET MANAGEMENT FUNDS LTD City, StateLONDON, United Kingdom AUM$0.0 Employees SMA’sNO Private Funds3

Related Companies Historical AUM

VONTOBEL SWISS FINANCIAL ADVISERSUBS HEDGE FUND SOLUTIONSUBS OCONNOR LLCUBS REALTY INVESTORS LLCALPHAKEYS FUND ADVISOR, L.L.C.UBS FINANCIAL SERVICES INC.UBS ASSET MANAGEMENT (AMERICAS) LLCUBS ASSET MANAGERS OF PUERTO RICO201520162017201820192020202120222023$0.0 $50.0 b$100.0 b$150.0 b$200.0 b$250.0 b$300.0 bValue$2.09 b$13.45 b$13.13 b$2.44 b$5.38 b$140.32 b$137.67 b$0.00 $2.13 b$15.07 b$12.88 b$2.84 b$5.18 b$152.75 b$138.02 b$0.00 $2.00 b$14.55 b$11.98 b$2.85 b$5.20 b$178.32 b$130.30 b$0.00 $2.03 b$17.71 b$12.05 b$3.18 b$5.78 b$224.06 b$151.35 b$0.00 $1.87 b$19.31 b$8.28 b$3.60 b$6.44 b$225.78 b$158.15 b$0.00 $2.29 b$18.71 b$9.30 b$3.74 b$7.37 b$271.53 b$168.57 b$0.00 $3.09 b$22.44 b$14.16 b$3.66 b$7.34 b$269.42 b$254.16 b$2.28 b$3.57 b$26.13 b$20.39 b$3.52 b$7.04 b$317.26 b$289.24 b$2.17 b$3.91 b$24.03 b$14.94 b$3.06 b$0.00 $273.98 b$296.63 b$1.73 b

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