Union Square Global Wealth Management

Union Square Global Wealth Management (CRD# 111776) is a financial advisory firm headquartered in San Francisco, CA. They manage $301,056,509 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $13,089,413
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
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, WY

Financial Advisors at Union Square Global Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Man Tou Iau
CRD#: 6468394
360 Post Street, Suite 900, San Francisco, CA 94108

Man Tou Iau (CRD# 6468394) is an Investment Advisor Representative working at Union Square Global Wealth Management in San Francisco, CA and has over 5 years of experience in the finance industry.

2
John M. Olson
CRD#: 4752950
360 Post Street, Suite 900, San Francisco, CA 94108

John Olson (CRD# 4752950) is an Investment Advisor Representative working at Union Square Global Wealth Management in San Francisco, CA and has over 11 years of experience in the finance industry.

3
Alexander H. Schilling
CRD#: 3069592
180 Geary Street, Suite 500, San Francisco, CA 94108

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.

4
Leslie T. Schilling
CRD#: 3061799
360 Post Street, Suite 900, San Francisco, CA 94108

Leslie Schilling (CRD# 3061799) 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.

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