UNISON ASSET MANAGEMENT LLC

NORTH MIAMI BEACH, Florida·4 registered advisors·CRD# 288249
SEC# 801-1105030786-971-5105
01

Firm Overview

AUM
$201M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at UNISON ASSET MANAGEMENT LLC

4 registered advisors
Alexander Furmanski
NORTH MIAMI BEACH, Florida
Daniel Anthony Bakalarz
NORTH MIAMI BEACH, Florida
Gustavo Antonio Marturet Medina
AVENTURA, Florida
Robert Karl Breyer
NORTH MIAMI BEACH, Florida
05

Office Locations

NORTH MIAMI BEACH, Florida
3 advisors
AVENTURA, Florida
1 advisor

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Data sourced from SEC Form ADV filings. UNISON ASSET MANAGEMENT LLC (CRD# 288249) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.