Union Square Global Wealth Management

Union Square Global Wealth Management (CRD# 111776) is a financial advisory firm headquartered in San Francisco, CA. They manage $266,069,411 in 24 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $11,086,225
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 - 6 of 6 top financial advisors.
1
Karen D. Clark
CRD#: 4367765
360 Post Street, Suite 900, San Francisco, CA 94108
96
Wealthminder
score

Karen Clark (CRD# 4367765) is an Investment Advisor Representative working at Union Square Global Wealth Management in San Francisco, CA and has over 16 years of experience in the finance industry. Karen Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James M. Hering
CRD#: 2440945
360 Post Street, Suite 900, San Francisco, CA 94108
96
Wealthminder
score

James Hering (CRD# 2440945) is an Investment Advisor Representative working at Union Square Global Wealth Management in San Francisco, CA and has over 24 years of experience in the finance industry.

3
Salina W. Yeung
CRD#: 2938378
360 Post Street, Suite 900, San Francisco, CA 94108
96
Wealthminder
score

Salina Yeung (CRD# 2938378) is an Investment Advisor Representative working at Union Square Global Wealth Management in San Francisco, CA and has over 19 years of experience in the finance industry. Salina Yeung has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Man Tou Iau
CRD#: 6468394
360 Post Street, Suite 900, San Francisco, CA 94108
89
Wealthminder
score

Man Tou Iau (CRD# 6468394) is an Investment Advisor Representative working at Union Square Global Wealth Management in San Francisco, CA and has over 3 years of experience in the finance industry.

5
Alexander H. Schilling
CRD#: 3069592
180 Geary Street, Suite 500, San Francisco, CA 94108
87
Wealthminder
score

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.

6
Leslie T. Schilling
CRD#: 3061799
360 Post Street, Suite 900, San Francisco, CA 94108
87
Wealthminder
score

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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