National Retirement Planning Experts

National Coverage
Local Professionals

UNION SQUARE CAPITAL PARTNERS, LLC

235 Whitehorse Lane
Suite 200
Kennett Square, Pennsylvania 19348
Tel: 484-731-3101

Need a Financial Advisor?
Compare Vetted Advisors

About UNION SQUARE CAPITAL PARTNERS, LLC

UNION SQUARE CAPITAL PARTNERS, LLC, formally registered with the SEC as UNION SQUARE CAPITAL PARTNERS, LLC. The firm was established in 09/14/2017. They have over 1 offices throughout the country.

UNION SQUARE CAPITAL PARTNERS, LLC is a Kennett Square, Pennsylvania based Financial Planning firm with nearly $224,836,622 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288708
SEC#801-111658
Assets Managed by Firm$224,836,622
No. of Clients1
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total1$224,836,622

More Retirement Planning firms in Kennett Square, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Kennett Square, Pennsylvania