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Building 2UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

Map pinSAN FRANCISCO, CA
Phone415-563-3000
NotebookSEC #801-108877
Total AUM
$114M
Employees
3
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 UNION STREET
SUITE 540
SAN FRANCISCO
CA 94123
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
415-563-3000

ReceiptFinancials

Total AUM
$114M
Accounts
127
Discretionary
$114M
Accounts
127
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$17.3M
HNW Individual Clients
27
AUM
$75.7M
Pension/Profit Sharing Plan Clients
15
AUM
$21M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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