Man Tou Iau (CRD# 6468394) is an Investment Advisor Representative working at Union Square Global Wealth Management in San Francisco, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Union Square Investment Company | San Francisco, CA | Apr 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- CA
-
Total Assets Under Management355MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$13,641,493
- 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)
- Educational seminars/workshops
CA, WY
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