UNISON INVESTMENT MANAGEMENT, LLC

650 California Street
Suite 1800
San Francisco, California 94108-2702
Tel: (415) 992-4200

About UNISON INVESTMENT MANAGEMENT, LLC

UNISON INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as UNISON INVESTMENT MANAGEMENT, LLC. The firm was established in 02/10/2017. They have over 1 offices throughout the country.

UNISON INVESTMENT MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $1,639,448,333 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150893
SEC#	801-109979
Assets Managed by Firm	$1,639,448,333
No. of Clients	3
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$1,639,448,333

More Retirement Planning firms in San Francisco, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in San Francisco, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.