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Keren Rifka Ackerman

UNISON INVESTMENT MANAGEMENT, LLC·SAN FRANCISCO, California
SIE, Series 7Clean recordUNISON INVESTMENT MANAGEMENT, LLC
650 CALIFORNIA STREET, SAN FRANCISCO, CA 94108-2702CRD# 6027184Firm CRD# 150893

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keren Rifka Ackerman · SAN FRANCISCO, CA
Registration
CRD #6027184 · UNISON INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
UNISON INVESTMENT MANAGEMENT, LLC
CRD 150893 · SEC 801-109979
AUM
$1.6B
Regulatory assets under management
Employees
20
3 client accounts
Services offered by UNISON INVESTMENT MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at UNISON INVESTMENT MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Keren Rifka Ackerman offer?
Keren Rifka Ackerman specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Keren Rifka Ackerman's credentials?
Keren Rifka Ackerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keren Rifka Ackerman located?
Keren Rifka Ackerman is based in SAN FRANCISCO, California, working with UNISON INVESTMENT MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Keren Rifka Ackerman charge for services?
Keren Rifka Ackerman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNISON INVESTMENT MANAGEMENT, LLC?
UNISON INVESTMENT MANAGEMENT, LLC has approximately 20 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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