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UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.
SAN FRANCISCO, CA
415-563-3000
SEC #801-64697Total AUM
$49.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2001 UNION STREET
SUITE 540
SAN FRANCISCO
CA 94123
United States
SUITE 540
SAN FRANCISCO
CA 94123
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
415-563-3000
Financials
Total AUM
$49.1M
Accounts
297Discretionary
$49.1M
Accounts
297Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.