Alexander Hamilton Schilling
Investment adviser representative at Union Square Global Wealth Management
37 yearsExperience
1 stateRegistered in
$361.2MFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
37 years in the industry.
- Union Square Global Wealth ManagementNov 2002 to now
- Union Square Investment Company/golden Bay Investments Inc.Jul 1989 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Union Square Global Wealth Management
Legal name: Union Square Investment Co
$361.2MAssets managed
24Clients
1Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3069592
- Firm CRD
- 111776