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Union Capital Company, based in Tucson, Arizona, has been a family-owned independent firm for nearly 25 years. As a registered broker-dealer and investment adviser, it serves financial advisors and private investors with a variety of investment management and financial planning services. The firm operates both domestically and internationally.
Union Capital invests in early-stage technology companies, primarily focusing on supporting financial advisors through compliance assistance, transition expertise, and advanced technology solutions. Their approach caters to both independent and hybrid advisory practices, enhancing their clients' operational capabilities.
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