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Building 2UNION FINANCIAL PARTNERS

Map pinSAN FRANCISCO, CA
Phone415-563-3000
NotebookSEC #801-63349
Total AUM
$17.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2062 UNION STREET
SUITE 300
SAN FRANCISCO
CA 94123
USA
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
415-563-3000

ReceiptFinancials

Total AUM
$17.1M
Accounts
166
Discretionary
$17.1M
Accounts
166
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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