Union Square Advisors LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
141254
Registered since
January 9, 2007

Firm profile

FINTRX

Overview

Union Square Advisors LLC is organized as a limited liability company and is registered with the SEC; its registration dates to 2007. The firm's public classification is "Investment Bank" and its ownership is listed as a mix of a domestic entity and an individual. Available records mark the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multistate adviser, pension consultant, or related adviser in the provided dataset. The publicly available profile offers limited detail about the firm's client segments, fee model, or specific advisory activities. What is visible suggests a small, narrowly reported entity rather than a broadly disclosed wealth management platform.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Wayne Kawarabayashi

    Wayne Kawarabayashi

    Partner, Chief Operating OfficerCRD 3149707

Contacts

3 of 17
  • Edward Smith

    Edward Smith

    President and Co-FounderCRD 2085236

  • William Mcclelland

    William Mcclelland

    ChairmanCRD 815173

  • Michael Meyer

    Michael Meyer

    Head of Capital MarketsCRD 2021325

Unlock 14 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth