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UNISON
225 Dyer Street
2nd Floor
Providence, Rhode Island 02903
Tel: 646-290-7697
About UNISON
UNISON, formally registered with the SEC as UNISON. The firm was established in 11/04/2015. They have over 1 offices throughout the country.
UNISON is a Providence, Rhode Island based Financial Planning firm with nearly $1,810,395,000 assets under management, offering retirement planning & investment advisory services to 296 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155470 |
| SEC# | 801-106874 |
| Assets Managed by Firm | $1,810,395,000 |
| No. of Clients | 296 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 296 | $1,810,395,000 |
| Individuals (other than high net worth individuals) | 47 | $14,340,000 |
| High net worth individuals | 51 | $1,732,091,000 |
| Charitable organizations | Fewer than 5 clients | $5,852,000 |
| Other investment advisers | Fewer than 5 clients | $58,112,000 |
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