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

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