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UNISON INVESTMENT MANAGEMENT, LLC
UNISON INVESTMENT MANAGEMENT, LLC
SAN FRANCISCO, California
·
4 registered advisors
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CRD# 150893
SEC# 801-109979
0
(415) 992-4200
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at UNISON INVESTMENT MANAGEMENT, LLC
4 registered advisors
James Andrew Riccitelli
SAN FRANCISCO, California
CFA
CRD# 2775910
Keren Rifka Ackerman
SAN FRANCISCO, California
CRD# 6027184
Matthew O'hara
SAN FRANCISCO, California
CRD# 6217535
Thomas Sutter Sponholtz
SAN FRANCISCO, California
CRD# 2003702
05
Office Locations
SAN FRANCISCO, California
4 advisors
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Data sourced from SEC Form ADV filings. UNISON INVESTMENT MANAGEMENT, LLC (CRD# 150893) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.