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UNION SQUARE INVESTMENT CO

UUID3f207ed9-0002-505a-bc07-0a6757cbf2e1
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 111776 111776 1.0
sec_file_number 801-55304 801-55304

Profile

Websitehttp://usqglobalwealth.com/
HQ CitySAN FRANCISCO
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • UNION SQUARE GLOBAL WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)357,053,816.0
  • RAUM (discretionary)353,616,819.0
  • Actionable assets356,039,493.0
  • Accounts26.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM2,346,747.0
  • HNW AUM111,517,509.0

As of 2025-03-26 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.