Alexander Hamilton Schilling

Employer firm

Union Square Global Wealth Management CRD 111776

$361M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1989 → Present
  Union Square Investment Company/Golden Bay Investments Inc.
  San Fancisco, CA

Other Businesses

FBN, PRESIDENT/PRESIDENT/OWNER, THE START DATE: 7/22/88. TANGENT INVESTORS CORPORATION, CFO, V.P., THE START DATE: 7/10/92. TANGENT FUND MANAGEMENT,LLC. MANAGER/PRESIDENT, CFO/LLC MEMBER, THE START DATE: 1/27/95. TANGENT FUND MANAGEMENT II, LLC. MANAGER/PRESIDENT, CFO/LLC MEMEBER, THE START DATE: 6/27/96. ETC. HOURS DEVOTED TO EACH BUSINESS PER MONTH AND DUTIES: VARIABLE. NONE DEVOTED DURING TRADING HOURS.

Other Names

• Alexander Schilling