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Home > Retirement Planners > california > san francisco > UNION SQUARE GLOBAL WEALTH MANAGEMENT
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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