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UNISON

225 Dyer Street
2nd Floor
Providence, Rhode Island 02903
Tel: 646-290-7697

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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 StatusApproved
Firm CRD#155470
SEC#801-106874
Assets Managed by Firm$1,810,395,000
No. of Clients296
No. of Advisors1

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total296$1,810,395,000
Individuals (other than high net worth individuals)47$14,340,000
High net worth individuals51$1,732,091,000
Charitable organizationsFewer than 5 clients$5,852,000
Other investment advisersFewer than 5 clients$58,112,000

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NAUTIC PARTNERS, LLC
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