Alexander Schilling, financial advisor San Francisco CA
87 score

Alexander Schilling

CRD Number: 3069592
Current Firm: Union Square Investment Co

Alexander Schilling (CRD# 3069592) is an Investment Advisor Representative working at Union Square Investment Co in San Francisco, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Union Square Investment Company/golden Bay Investments Inc. San Fancisco, CA Jul 1989 - Current 27
Tangent Fund Management Ii, LLC San Francisco, CA Jul 1996 - Dec 2013 17

Alexander Schilling has no recent exams reported.
Contact Info for Alexander H. Schilling
Phone Number: 415-392-9228
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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