Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This brochure discusses various advisory programs offered by UBS Financial Services Inc. Fees are calculated as a percentage of assets in the account or a flat or annual fee and are charged on an ongoing basis. The minimum account opening size for the UBS Consolidated Advisory Program (CAP) and UBS Consolidated Advisory Program Select (CAP Select) will be reduced from $10,000,000 to $5,000,000 on or about February 1, 2026.
Areas of Practice
Advisor Information
Office location
5300 Meadows Rd, Suite 300, Lake Oswego, OR, 97035-3229
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Aaron is a manager at Double Barrel Inc., operating The Alibi / Tiki bar and karaoke lounge. He is also an Intelligence Analyst for the Oregon Army National Guard, starting in April 2024.