UNISON ASSET MANAGEMENT LLC is a North Miami Beach, Florida based financial advisory firm with nearly $164,636,233 in assets under management and provides investment advisory services for 11 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 288249 | |
| SEC#: | 801-110503 | |
| Assets under Management: | $164,636,233 | |
| No. of Clients: | 11 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for Pooled Investment, Portfolio Management for Business | |
| Fee Structure: | A percentage of AUM, Fixed fees, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| WEALTH MANAGEMENT CORPORATION | 109576 | 801-118733 | 1505 | 6 | $175,941,658 |
| SUNCOAST EQUITY MANAGEMENT, LLC | 108289 | 801-62262 | 1272 | 14 | $1,091,588,569 |
| BOREAL CAPITAL MANAGEMENT LLC | 112221 | 801-57604 | 1158 | 48 | $1,587,159,834 |
| B&C FINANCIAL ADVISORS | 110295 | 801-55533 | 1109 | 10 | $482,561,724 |
| NOVAK & POWELL FINANCIAL SERVICES, INC. | 112970 | 801-108964 | 1018 | 9 | $296,486,479 |
| PERSONAL FINANCIAL PROFILES INC | 109327 | 801-78068 | 399 | 2 | $326,339,572 |
| RIVERPLACE CAPITAL MANAGEMENT INC | 109079 | 801-79970 | 284 | 7 | $200,986,846 |
| SAWGRASS ASSET MANAGEMENT LLC | 108831 | 801-55243 | 275 | 19 | $2,923,735,944 |
| KEATING INVESTMENT COUNSELORS INC | 110134 | 801-19820 | 274 | 4 | $292,499,412 |
| CASSEDY FINANCIAL GROUP, INC. | 111446 | 801-121550 | 231 | 3 | $145,559,802 |
| EDMP, INC. | 110248 | 801-43372 | 203 | 4 | $118,128,351 |
| COLBERT INVESTMENT MANAGEMENT CO | 108642 | 801-54716 | 107 | 3 | $251,707,357 |
| III CAPITAL MANAGEMENT | 113539 | 801-60505 | 31 | 11 | $57,115,755,602 |
| WEXFORD CAPITAL LP | 108726 | 801-55118 | 29 | 42 | $2,033,758,066 |
| RLC BUSINESS SERVICES, INC. | 108653 | 801-56089 | 25 | 1 | $96,172,563 |
| GFO ADVISORY SERVICES, LLC | 109278 | 801-56752 | 17 | 11 | $231,994,428 |