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UNION SQUARE GLOBAL WEALTH MANAGEMENT
UNION SQUARE INVESTMENT CO
CRD 111776 · SEC 801-55304
360 POST STREET, SUITE 900, SAN FRANCISCO, CA, 94108, United States
Phone
415-392-9228
Fax
415-392-1928
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$361.2M
Discretionary AUM
$357.8M
Team
7 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.2M |
| High net worth individuals | 13 | $112.6M |
| Pooled investment vehicles | 2 | $243.0M |
| Charitable organizations | 3 | $4.5M |
| Corporations/business entities | 1 | $0 |
States served
CA, WY
All web addresses on file
Official SEC filing: View on IAPD