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Building 2UNISON ASSET MANAGEMENT LLC

Map pinAVENTURA, FL
Phone786-971-5105
NotebookSEC #801-110503
Total AUM
$298.2M
Employees
5
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20803 BISCAYNE BLVD
SUITE 440
AVENTURA
FL 33180
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
786-971-5105

ReceiptFinancials

Total AUM
$298.2M
Accounts
26
Discretionary
$298.2M
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
5
AUM
$4.1M
Pooled Vehicle Clients
2
AUM
$238M
Government Entity Clients
2
AUM
$11.6M
Corporation or Business Clients
19
AUM
$44.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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