UNION SQUARE GLOBAL WEALTH MANAGEMENT

360 Post Street, Suite 900
San Francisco, California 94108
Tel: 415-392-9228

About UNION SQUARE GLOBAL WEALTH MANAGEMENT

UNION SQUARE GLOBAL WEALTH MANAGEMENT, formally registered with the SEC as UNION SQUARE GLOBAL WEALTH MANAGEMENT. The firm was established in 02/27/1998. They have over 1 offices throughout the country.

UNION SQUARE GLOBAL WEALTH MANAGEMENT is a San Francisco, California based Financial Planning firm with nearly $354,678,822 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111776
SEC#	801-55304
Assets Managed by Firm	$354,678,822
No. of Clients	26
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	26	$354,678,822
Individuals (other than high net worth individuals)	3	$996,577
High net worth individuals	15	$115,271,184
Charitable organizations	3	$1,573,592

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