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Michael Scott Mortensen

UNIONBANC INVESTMENT SERVICES, LLC·GLENDALE, California
Unclaimed Profile
800 N. BRAND BOULEVARD, GLENDALE, CA 91203CRD# 1905271Firm CRD# 14455
01

About

Michael Scott Mortensen is a registered financial advisor based in GLENDALE, California, affiliated with UNIONBANC INVESTMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
U.S. BANCORP ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
AUM
$1.4B
Regulatory assets under management
Employees
238
Total firm employees
View all advisors at U.S. BANCORP ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1905271
Firm CRD# 14455
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Scott Mortensen offer?
Michael Scott Mortensen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GLENDALE, California for a consultation.
What are Michael Scott Mortensen's credentials?
Michael Scott Mortensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Scott Mortensen located?
Michael Scott Mortensen is based in GLENDALE, California, working with UNIONBANC INVESTMENT SERVICES, LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does Michael Scott Mortensen charge for services?
Michael Scott Mortensen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIONBANC INVESTMENT SERVICES, LLC?
UNIONBANC INVESTMENT SERVICES, LLC has approximately 238 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLENDALE
Andrew J Kim — DIRECT LENDING INVESTMENTS, LLCLouis Charles Lucido — DOUBLELINE CAPITAL LPMilan Konkol — U.S. BANCORP ADVISORS, LLCDaniel Cesar Caneva — U.S. BANCORP ADVISORS, LLCBrendan Matthew Ross — DIRECT LENDING INVESTMENTS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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