Union Planters Investment Advisors, Inc. (Memphis)

Union Planters Investment Advisors, Inc. is a large advisory firm based in Memphis. It manages $4.23 billion of regulatory assets for 288 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arkansas, Florida, and 9 other states.

Union Planters Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Union Planters Investment Advisors: assets under management

The assets under management (AUM) of Union Planters Investment Advisors, Inc. is $4.23 billion. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $806.8 million in discretionary accounts and $3.42 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.81 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.42 billion.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Union Planters Investment Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Union Planters Investment Advisors, Inc.

Michael Anthony Christina has been acting as President since 1 Feb 2001. Paul Bradley Anderson joined the executive team most recently as the President/Director.

Direct owners and executive officers

Based in Memphis

The principal office where Union Planters Investment Advisors, Inc. performs its advisory services is located at 6200 Poplar Ave, Memphis, TN 38119, which is also the mailing address of the firm. An additional office of the firm is in Indianapolis, IN. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 901-580-5295 or by fax 901-580-5389. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at upbna.com.

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