Union Square Investment Co

Union Square Investment Co (CRD# 111776) is a financial advisory firm headquartered in San Francisco, CA. They manage $258,135,818 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $32,266,977
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

Financial Advisors at Union Square Investment Co
Showing 1 - 4 of 4 top financial advisors.
1
James M. Hering
CRD#: 2440945
180 Geary Street, Suite 500, San Francisco, CA 94108
96
Wealthminder
score

James Hering (CRD# 2440945) is an Investment Advisor Representative working at Union Square Investment Co in San Francisco, CA and has over 22 years of experience in the finance industry.

2
Man Tou Iau
CRD#: 6468394
180 Geary Street, Suite 500, San Francisco, CA 94108
88
Wealthminder
score

Man Tou Iau (CRD# 6468394) is an Investment Advisor Representative working at Union Square Investment Co in San Francisco, CA and has 1 year of experience in the finance industry.

3
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 Investment Co in San Francisco, CA and has 1 year of experience in the finance industry.

4
Leslie T. Schilling
CRD#: 3061799
180 Geary Street, Suite 500, San Francisco, CA 94108
87
Wealthminder
score

Leslie Schilling (CRD# 3061799) is an Investment Advisor Representative working at Union Square Investment Co in San Francisco, CA and has 1 year of experience in the finance industry.

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