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UNION SQUARE GLOBAL WEALTH MANAGEMENT

Tel: 415-392-9228
360 Post Street, Suite 900
San Francisco, California  94108

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UNION SQUARE GLOBAL WEALTH MANAGEMENT

UNION SQUARE GLOBAL WEALTH MANAGEMENT is a San Francisco, California based financial advisory firm with nearly $354,678,822 in assets under management and provides investment advisory services for 26 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

111776

SEC#:

801-55304

No. of Clients:

26

Assets under Management

$354,678,822

No. of Advisors:

7

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