UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

SAN FRANCISCO, California·1 registered advisor·CRD# 127310
SEC# 801-1088770415-563-3000
01

Firm Overview

AUM
$114M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

1 registered advisor
Anthony John Gesek
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. (CRD# 127310) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.