1421 Prince Street
Suite 200
Alexandria, Virginia 22314
Tel: 703-684-9222
UNION STREET PARTNERS LLC, formally registered with the SEC as UNION STREET PARTNERS LLC. The firm was established in 02/03/2011. They have over 2 offices throughout the country.
UNION STREET PARTNERS LLC is a Alexandria, Virginia based Financial Planning firm with nearly $77,724,456 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 156148 |
SEC# | 801-72120 |
Assets Managed by Firm | $77,724,456 |
No. of Clients | 1 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1 | $77,724,456 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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