Alexander SchillingCRD Number: 3069592
Current Firm: Union Square Global Wealth Management
Alexander Schilling (CRD# 3069592) is an Investment Advisor Representative working at Union Square Global Wealth Management in San Francisco, CA and has 1 year of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Union Square Investment Company/golden Bay Investments Inc.||San Fancisco, CA||Jul 1989 - Current||28|
|Tangent Fund Management Ii, LLC||San Francisco, CA||Jul 1996 - Dec 2013||17|
Total Assets Under Management266MILLIONS
Total Number of Accounts24ACCOUNTS
Average Account Value$11,086,225
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)