Overview
Assets Under Management: $291 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 85
Average Client Assets: $3 million
Frequently Asked Questions
UNIONVIEW, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304462), UNIONVIEW, LLC is subject to fiduciary duty under federal law.
UNIONVIEW, LLC is headquartered in SEATTLE, WA.
UNIONVIEW, LLC serves 85 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, UNIONVIEW, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
UNIONVIEW, LLC manages $291 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, UNIONVIEW, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 564
Discretionary Accounts: 563
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 304462
Last Filing Date: 2025-01-31 00:00:00
Website: https://unionviewwp.com