UNISON ASSET MANAGEMENT LLC

3323 Ne 163rd Street
Ph703
North Miami Beach, Florida 33160
Tel: 786-971-5105

About UNISON ASSET MANAGEMENT LLC

UNISON ASSET MANAGEMENT LLC, formally registered with the SEC as UNISON ASSET MANAGEMENT LLC. The firm was established in 05/31/2017. They have over 1 offices throughout the country.

UNISON ASSET MANAGEMENT LLC is a North Miami Beach, Florida based Financial Planning firm with nearly $244,186,921 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288249
SEC#	801-110503
Assets Managed by Firm	$244,186,921
No. of Clients	15
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$244,186,921
Individuals (other than high net worth individuals)	3	$3,303,860
High net worth individuals	3	$1,619,895
Corporations or other businesses	6	$31,578,431

More Retirement Planning firms in North Miami Beach, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

Explore More Retirement Advisors in North Miami Beach, Florida

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.