Unison Asset Management LLC
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Learn more about Unison Asset Management LLC
Overview
Unison Asset Management LLC operates as a financial advisor firm located in North Miami Beach, Florida. The firm has $161.3 million in assets across 15 accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). Unison Asset Management LLC has a small group, including 3 financial advisors. Unison Asset Management LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like stocks, bonds and options.
Unison Asset Management LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell decisions without requiring the customer's approval. The firm's typical account size is $10.8 million. An average financial advisor at Unison Asset Management LLC oversees about five client accounts, making it one of the most individualized firms in the country.
Unison Asset Management LLC's headquarters is at 3323 Ne 163Rd Street, North Miami Beach, Florida 33160. It is permitted to provide services to clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Unison Asset Management LLC by the Numbers
$161.3 million
4
15
$10.8 million
Fee Structure
Fees charged by financial advisors usually are based on which service is provided. Fees billed by the firm likely include the following fee structures: asset-based, fixed or performance-based. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with pooled investment vehicles and corporations. Out of its 15 customers, Unison Asset Management LLC's biggest client type is corporations. About 85% of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Unison Asset Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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