Investment adviser · CRD 127310
UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Mar 8, 2019
- Regulatory AUM
- $114M Form ADV · Item 5.F
- Client accounts
- 127 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 27 | $75,673,100 | 66.4% |
| Retirement plans | 15 | $21,039,207 | 18.5% |
| Individuals | 85 | $17,272,244 | 15.2% |
Filing source
Form ADV 1279730 · Mar 8, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 8, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2001 UNION STREET, SUITE 540SAN FRANCISCO, CA, 94123, United States
CRD 127310
Filing source
Form ADV 1279730 · Mar 8, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.