Claim Profile
PC

Patrick Andrew Cairns

UGVP MANAGEMENT, LLC·CHAPEL HILL, North Carolina
Unclaimed Profile
301 W. BARBEE CHAPEL RD., CHAPEL HILL, NC 27517CRD# 2776852Firm CRD# 170880
01

About

Patrick Andrew Cairns 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
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2776852
Firm CRD# 170880
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAPEL HILL?

Browse all registered financial advisors in CHAPEL HILL, North Carolina or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Patrick Andrew Cairns offer?
Patrick Andrew Cairns specializes in Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Patrick Andrew Cairns's credentials?
Patrick Andrew Cairns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Andrew Cairns located?
Patrick Andrew Cairns 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 Patrick Andrew Cairns charge for services?
Patrick Andrew Cairns'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty