UNION SQUARE INVESTMENT CO

UNION SQUARE GLOBAL WEALTH MANAGEMENT
SAN FRANCISCO, California·4 registered advisors·CRD# 111776
SEC# 801-553040415-392-9228
01

Firm Overview

AUM
$355M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at UNION SQUARE INVESTMENT CO

4 registered advisors
Alexander Hamilton Schilling
SAN FRANCISCO, California
John Michael Olson
SAN FRANCISCO, California
Leslie Tang Schilling
SAN FRANCISCO, California
Salina Wingkam Yeung
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
4 advisors

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Data sourced from SEC Form ADV filings. UNION SQUARE INVESTMENT CO (CRD# 111776) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.