UNIONVIEW, LLC

UNIONVIEW, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 304462). Regulatory assets under management: $291.5M.

Registration

• CRD: 304462
• SEC file number: 801-116968
• Type: Registered investment adviser
• Location: 1500 WESTLAKE AVE NORTH, SUITE 124, SEATTLE, WA, 98109
• Phone: 206-708-1048
• Latest filing: 2025-01-31
• Regulatory AUM: $291.5M
• Discretionary AUM: $288.6M
• Non-discretionary AUM: $2.8M
• Clients: 3
• Accounts: 564

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304462 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search