1 Union Management, LLC
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 282892
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
1 Union Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management services aimed at individuals and small businesses and charges clients on a percentage-of-AUM fee basis. The firm is not positioned as an ESG specialist, is not identified as a multi-state registered adviser, and is not listed as a capital allocator in the source data. Its filings also indicate participation as a sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds47%
- Exchange Traded Equities41%
- Cash & Cash Equivalents12%
Contacts
1 of 1
Michael Self
Managing Partner & Co-FounderCRD 2439624
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 3701 E Coolidge St
- Time zone
- MT (UTC-7)
- Office locations
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