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Alexander Hamilton Schilling

UNION SQUARE INVESTMENT CO·SAN FRANCISCO, California
Series 7Clean record23 years registeredUNION SQUARE INVESTMENT CO
360 POST STREET, SUITE 900, SAN FRANCISCO, CA 94108CRD# 3069592Firm CRD# 111776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Hamilton Schilling · SAN FRANCISCO, CA
Registration
CRD #3069592 · UNION SQUARE INVESTMENT CO · 23 years registered
Brand Profile
Not yet started
01

Career History

UNION SQUARE GLOBAL WEALTH MANAGEMENT
Nov 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · November 14, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UNION SQUARE INVESTMENT CO
CRD 111776 · SEC 801-55304
AUM
$355M
Regulatory assets under management
Employees
7
26 client accounts
Services offered by UNION SQUARE INVESTMENT CO
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Nonprofits & Foundations
View all advisors at UNION SQUARE INVESTMENT CO →
Introduction

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05

Frequently Asked Questions

What services does Alexander Hamilton Schilling offer?
Alexander Hamilton Schilling specializes in Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Alexander Hamilton Schilling's credentials?
Alexander Hamilton Schilling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Hamilton Schilling located?
Alexander Hamilton Schilling is based in SAN FRANCISCO, California, working with UNION SQUARE INVESTMENT CO. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Alexander Hamilton Schilling charge for services?
Alexander Hamilton Schilling's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNION SQUARE INVESTMENT CO?
UNION SQUARE INVESTMENT CO has approximately 7 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UNION SQUARE INVESTMENT CO

Leslie Tang Schilling
SAN FRANCISCO, CA
Salina Wingkam Yeung
SAN FRANCISCO, CA
John Michael Olson
SAN FRANCISCO, CA

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