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Union Strategic Advisors

EST. AUM
$371,608,066

CONTACTS

CLIENT ACCOUNTS
1,443

Firm Details

Metro area Cincinnati
CRD Number 340640
Website unionstrategic.com
Client types

Overview

Union Strategic Advisors LLC is a Blue Ash, Ohio-based independent registered investment adviser serving business owners, families and individuals, executives, retirees, trusts, estates, business entities, qualified retirement plans, and donor-advised funds. It provides discretionary and non-discretionary investment management, portfolio management, financial planning, retirement planning, corporate retirement support, estate planning, education planning, tax planning, and business consulting services. The firm’s advisory program uses mutual funds, ETFs, equities, corporate and municipal fixed income, U.S. government and agency securities, fixed annuities, and, where appropriate, private funds and other alternative investments.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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