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).

Current Firm Details
360 Post Street, Suite 900, San Francisco, CA 94108
http://usqglobalwealth.com/
By the Numbers
  • Total Assets Under Management
    355
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $13,641,493
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)
  • Educational seminars/workshops
Types of Clients
Registered States
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, financial advisor San Francisco CA
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 8 years of experience in the finance industry.

2
John Olson, financial advisor San Francisco CA
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 14 years of experience in the finance industry.

3
Alexander Schilling, financial advisor San Francisco CA
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 Schilling, financial advisor San Francisco CA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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