Unison

Unison (CRD# 155470) is a financial advisory firm headquartered in , . They manage $1,006,000,000 in 245 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,006
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $4,106,122
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, DC, IL, NY, OH, TX

Financial Advisors at Unison
Showing 1 - 1 of 1 top financial advisors.
1
Nir Kaissar
CRD#: 4978989
Washington, DC
96
Wealthminder
score

Nir Kaissar (CRD# 4978989) is an Investment Advisor Representative working at Unison in Washington, DC and has over 11 years of experience in the finance industry.

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