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Gregory Harper Bohlen

UGVP MANAGEMENT, LLC·CHAPEL HILL, North Carolina
Unclaimed Profile
301 W. BARBEE CHAPEL RD., CHAPEL HILL, NC 27517CRD# 2154113Firm CRD# 170880
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About

Gregory Harper Bohlen is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with UGVP MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
UGVP MANAGEMENT, LLC
UNION GROVE VENTURE PARTNERS
AUM
$622M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at UGVP MANAGEMENT, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2154113
Firm CRD# 170880
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Harper Bohlen offer?
Gregory Harper Bohlen specializes in Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Gregory Harper Bohlen's credentials?
Gregory Harper Bohlen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Harper Bohlen located?
Gregory Harper Bohlen is based in CHAPEL HILL, North Carolina, working with UGVP MANAGEMENT, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Gregory Harper Bohlen charge for services?
Gregory Harper Bohlen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UGVP MANAGEMENT, LLC?
UGVP MANAGEMENT, LLC has approximately 2 employees and manages $622M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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