CRD: 8174
UBS Financial Services Inc.
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- Custodian
- American Funds · BNY Mellon · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-11-1963
- Office Locations
- 471
Office Locations
About UBS Financial Services Inc.
UBS is a global financial services firm spanning wealth management, asset management and investment banking. For private clients, intermediaries and institutions, it provides tailored investment solutions and advice across traditional and alternative asset classes, supported by Chief Investment Office insights. UBS also helps banks with market intelligence, liquidity and processing, and supports independent advisors with research, infrastructure and product access. Notable: Green Streak nature-positive initiative.
Reported data analysis
What the numbers show
Between November 13, 2025 and August 25, 2026, reported AUM increased 13.2%, from $808.8B to $915.8B.
Across 5 reported observations, AUM increased 32.3% between December 15, 2022 and August 25, 2026, from $692.3B to $915.8B.
Of the latest reported AUM, 44.0% is discretionary and 56.0% is non-discretionary.
The firm reports 9,149 advisory representatives and 1,162,833 clients, or 127.1 clients per representative. That equates to $787.6K in reported AUM per client.
The profile lists 471 reported office locations and 63 years in operation. The source data was last updated on August 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full UBS Financial Services Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL ALAN CAMACHO
Financial Advisor, General Partner, President
- CRD
- #2907298
- Ownership
- Less than 5%
LISA M. FRANCOMANO
MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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KENNETH ABADY
Senior Vice President Wealth Management
- CRD
- #1563615
ERIC ABATEMARCO
Executive Director
- CRD
- #3084974
Showing 2 of 10591 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $402,983,233,661 | $981,060 |
| Non-Discretionary | $512,809,904,453 | $699,083 |
| Total | $915,793,138,114 | $800,302 |
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Separately Managed Accounts
SMA allocation detail is available
UBS Financial Services Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
UBS Financial Services Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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