Union Square Global Wealth Management

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

360 Post St Ste 900, San Francisco, Cali...

Phone Number

(415) 392-9228

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About Union Square Global Wealth Management

Union Square is a global wealth management firm based in San Francisco, California. The company offers a range of financial services aimed at helping clients manage and grow their wealth. Their intended clients include individuals and families seeking professional guidance in wealth management. Union Square emphasizes the importance of understanding their Terms of Use for users accessing their website.Explore more
Union Square Global Wealth Management's Social MediaPopular SearchesUNION SQUARE Global Wealth ManagementSQUARE Global Wealth ManagementSquare Investment CoUnion Square Global WealthUnion Square Investment CoSIC Code 62,628NAICS Code 52,523Show more

Union Square Global Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Union Square Global Wealt...

<$5M
11-50
Private
-
1981
$7.6M
1-10
Private
-
2022
MH
Melissa HicksGroup Director, Investment Operations & Client Services
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
11-50
Private
-
2008
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2022
BB
Brenna BaucumOwner, Lead Planner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Union Square Global Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Union Square Global Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Union Square Global Wealth Management.

Union Square Global Wealth Management Tech Stack

A closer look at the technologies used by Union Square Global Wealth Management

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Frequently Asked Questions Regarding Union Square Global Wealth Management

What is Union Square Global Wealth Management's official website?
Union Square Global Wealth Management's official website is www.usqglobalwealth.com
What is Union Square Global Wealth Management's Revenue?
Union Square Global Wealth Management's revenue is <$5 Million
What is Union Square Global Wealth Management's SIC code?
Union Square Global Wealth Management's SIC: 62,628
What is Union Square Global Wealth Management's NAICS code?
Union Square Global Wealth Management's NAICS: 52,523
How many employees does Union Square Global Wealth Management have?
Union Square Global Wealth Management has 11-50 employees
What industry does Union Square Global Wealth Management belong to?
Union Square Global Wealth Management is in the industry of: Finance, Securities Trading
What is Union Square Global Wealth Management competition?
Union Square Global Wealth Management top competitors include: Dowd Financial Group, Collective Wealth Planning, Galleon Wealth Management, Triumph Financial Group
What technology does Union Square Global Wealth Management use?
Some of the popular technologies that Union Square Global Wealth Management uses are: DocuSign, WooCommerce, WordPress.org, PHP
How do I contact Union Square Global Wealth Management?
Union Square Global Wealth Management contact info: Phone number: (415) 392-9228 Website: www.usqglobalwealth.com
What does Union Square Global Wealth Management do?

Union Square is a global wealth management firm based in San Francisco, California. The company offers a range of financial services aimed at helping clients manage and grow their wealth. Their intended clients include individuals and families seeking professional guidance in wealth management. Union Square emphasizes the importance of understandin... g their Terms of Use for users accessing their website.Read More

What are Union Square Global Wealth Management social media links?
Union Square Global Wealth Management Linkedin page
Is Union Square Global Wealth Management a public company?
Union Square Global Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Union Square Global Wealth Management

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