UNION SQUARE INVESTMENT CO
Doing business as UNION SQUARE GLOBAL WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$361,235,925
Discretionary
$357,757,210
Non-discretionary
$3,478,715
Firm details
- CRD number
- 111776
- SEC file number
- 801-55304
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- http://usqglobalwealth.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.