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Building 2UNION SQUARE GLOBAL WEALTH MANAGEMENT

Map pinSAN FRANCISCO, CA
Phone415-392-9228
NotebookSEC #801-55304
Total AUM
$361.2M
Employees
7
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 POST STREET, SUITE 900
SAN FRANCISCO
CA 94108
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
415-392-9228

ReceiptFinancials

Total AUM
$361.2M
Accounts
26
Discretionary
$357.8M
Accounts
24
Non-Discretionary
$3.5M
Accounts
2

ContactClients

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Individual Clients
5
AUM
$1.2M
HNW Individual Clients
13
AUM
$112.6M
Pooled Vehicle Clients
2
AUM
$243M
Charitable Organization Clients
3
AUM
$4.5M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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