UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.
CRD #127310 SEC #801-108877 SAN FRANCISCO, CA 415-563-3000
SEC Registered
Total AUM
$114M
Discretionary
$114M
Employees
3
Clients
11
Accounts
127
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $114M | $114M | $0 | 3 | 0 |
| Mar 2018 | $110.5M | $110.5M | $0 | 1 | 0 |
| Jan 2017 | $111.5M | $99.1M | $12.3M | 4 | 100 |
| Dec 2016 | $111.5M | $99.1M | $12.3M | 4 | 100 |
| May 2012 | $49.1M | $49.1M | $0 | 1 | 200 |
| Mar 2012 | $49.1M | $49.1M | $0 | 1 | 200 |
| Mar 2012 | $49.1M | $49.1M | $0 | 1 | 200 |
| Mar 2011 | $49.5M | $49.5M | $0 | 5 | -- |
| Mar 2010 | $41.7M | $41.7M | $0 | 5 | -- |
| Jan 2007 | $40.3M | $40.3M | $0 | 5 | -- |
| Dec 2006 | $29.1M | $29.1M | $0 | 5 | -- |
| Dec 2006 | $29.1M | $29.1M | $0 | 5 | -- |
| Jan 2006 | $29.1M | $29.1M | $0 | 5 | -- |
| Dec 2005 | $26.1M | $26.1M | $0 | 5 | -- |
DateMar 2019
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees1
Clients0
DateJan 2017
Total AUM$111.5M
Discretionary$99.1M
Non-Disc.$12.3M
Employees4
Clients100
DateDec 2016
Total AUM$111.5M
Discretionary$99.1M
Non-Disc.$12.3M
Employees4
Clients100
DateMay 2012
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$49.5M
Discretionary$49.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$29.1M
Discretionary$29.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--