Union Financial Partners, San Francisco, Inc.
Union Financial Partners, San Francisco, Inc. (CRD# 127310) is a financial advisory firm headquartered in San Francisco, CA. They manage $113,984,551 in 127 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Union Financial Partners, San Francisco, Inc.
By the Numbers
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Total Assets Under Management114MILLION
-
Total Number of Accounts127ACCOUNTS
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Average Account Value$897,516
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Union Financial Partners, San Francisco, Inc.
No Advisor Found.
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