Union Square Global Wealth Management
Union Square Global Wealth Management (CRD# 111776) is a financial advisory firm headquartered in San Francisco, CA. They manage $354,678,822 in 26 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management355MILLION
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Total Number of Accounts26ACCOUNTS
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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
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.
John Olson (CRD# 4752950) is an Investment Advisor Representative working at Union Square Global Wealth Management in San Francisco, CA and has over 14 years of experience in the finance industry.
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.
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.