225 Dyer Street
2nd Floor
Providence, Rhode Island 02903
Tel: 646-290-7697
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$219,221,467,379 | 605 | 168 | |
$24,631,658,238 | 40 | 143 | |
$9,188,004,183 | 53044 | 418 | |
$7,825,588,486 | 19 | 70 | |
$1,879,594,055 | 1833 | 21 |
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