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Joseph Jacob Kopczynski

UASNM, INC.·ALBUQUERQUE, New Mexico
Unclaimed Profile
4906 ALAMEDA, NE, ALBUQUERQUE, NM 87113CRD# 1437112Firm CRD# 132903
01

About

Joseph Jacob Kopczynski is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with UASNM, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
UASNM, INC.
UAS WEALTH ADVISORS
AUM
$399M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at UASNM, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1437112
Firm CRD# 132903
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Jacob Kopczynski offer?
Joseph Jacob Kopczynski specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Joseph Jacob Kopczynski's credentials?
Joseph Jacob Kopczynski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Jacob Kopczynski located?
Joseph Jacob Kopczynski is based in ALBUQUERQUE, New Mexico, working with UASNM, INC.. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Joseph Jacob Kopczynski charge for services?
Joseph Jacob Kopczynski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UASNM, INC.?
UASNM, INC. has approximately 6 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALBUQUERQUE
Gregory Joseph Zanetti — ZANETTI FINANCIAL, LLCAndrew William Dolan — DXD SS FUND MANAGEMENT, LLCMatthew David Keller — UASNM, INC.Mary O'connell Mahoney — MGM LLCLisa Ann Ulrich — ULRICH CONSULTING GROUP, LLC
Nearby cities in New Mexico
SANTA FE (64)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
SANTA FE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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