Unison Investment Management, LLC

Unison Investment Management, LLC (CRD# 150893) is a financial advisory firm headquartered in San Francisco, CA. They manage $295,816,683 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $98,605,561
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Unison Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sean C. Gallop
CRD#: 2000167
100 Pine Street, Suite 2260, San Francisco, CA 94111
93
Wealthminder
score

Sean Gallop (CRD# 2000167) is an Investment Advisor Representative working at Unison Investment Management, LLC in San Francisco, CA and has over 28 years of experience in the finance industry.

2
Leonard Mills
CRD#: 5690896
100 Pine Street, Suite 2260, San Francisco, CA 94111
90
Wealthminder
score

Leonard Mills (CRD# 5690896) is an Investment Advisor Representative working at Unison Investment Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

3
James A. Riccitelli
CRD#: 2775910
100 Pine Street, Suite 2260, San Francisco, CA 94111
76
Wealthminder
score

James Riccitelli (CRD# 2775910) is an Investment Advisor Representative working at Unison Investment Management, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

4
Thomas S. Sponholtz
CRD#: 2003702
100 Pine Street, Suite 2260, San Francisco, CA 94111
58
Wealthminder
score

Thomas Sponholtz (CRD# 2003702) is an Investment Advisor Representative working at Unison Investment Management, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.

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