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Home > Retirement Planners > florida > north miami beach > UNISON ASSET MANAGEMENT LLC
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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