About UNION SQUARE CAPITAL PARTNERS, LLC
UNION SQUARE CAPITAL PARTNERS, LLC is a financial advisory firm that specializes in providing expert financial advice to individuals and businesses. With a team of highly experienced and knowledgeable advisors, UNION SQUARE CAPITAL PARTNERS, LLC is dedicated to helping its clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
The advisors at UNION SQUARE CAPITAL PARTNERS, LLC utilize their expertise and market knowledge to provide personalized financial advice to their clients. They offer a wide range of financial services and work closely with each client to develop a customized financial plan that best fits their unique needs and goals. Additionally, the advisors at UNION SQUARE CAPITAL PARTNERS, LLC strive to educate their clients and empower them to make informed financial decisions.
Facts and Insights:
UNION SQUARE CAPITAL PARTNERS, LLC has been in business for over 10 years, providing financial guidance and services to a diverse clientele. The firm currently has over $500 million in assets under management and a team of 15 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered:
UNION SQUARE CAPITAL PARTNERS, LLC offers a comprehensive range of financial services to meet the various needs of its clients. These services include:
- Financial planning and management
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types:
The wide range of financial services offered by UNION SQUARE CAPITAL PARTNERS, LLC caters to various types of clients, including:
- Individuals
- Small business owners
- Corporate executives
- High-net-worth individuals
Fees & Compensation:
The advisors at UNION SQUARE CAPITAL PARTNERS, LLC are committed to transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, as well as a flat fee for certain services. The exact fee structure is discussed and agreed upon with each client before any services are provided.
Background:
UNION SQUARE CAPITAL PARTNERS, LLC was founded on the principles of integrity, expertise, and personalized service. The firm is proud to have a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, UNION SQUARE CAPITAL PARTNERS, LLC is legally obligated to disclose any potential conflicts of interest to its clients. The firm is committed to acting in the best interest of its clients and follows all regulations set by the Securities and Exchange Commission and other governing bodies.