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$115.9M Total AUM
$115.9M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-02-2017
- Office Locations
- 1
Office Locations
-- Mckinney TX
About THE Ujano Advisory Group LLC
THE Ujano Advisory Group LLC is a Mckinney-based RIA. The firm has been operating for 9 years. Managing $115.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Team overview
-- AVG AGE
$115.9M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RALPH UJANO JR
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #2713662
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,858,491 | -- |
| Non-Discretionary | $0 | -- |
| Total | $115,858,491 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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