Union Square Advisors LLC at 600 Montgomery ST FL 18th, San Francisco, Ca 94111 lists Seacliff Advisors Llc of San Francisco, CA as the associate.
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Csc - Lawyers Incorporating Service
Registered 1505 Agent
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251 LITTLE FALLS DR, WILMINGTON, DE 19808
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Seacliff Advisors Llc
Manager
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600 MONTGOMERY ST FL 18TH, SAN FRANCISCO, CA 94111
(View Past Addresses)
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600 MONTGOMERY ST FL 18TH, SAN FRANCISCO, CA 94111
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameUNION SQUARE ADVISORS, LLC RETIREMENT PLAN Plan #002 Participants BOY/EOY53 / 57 Assets BOY/EOY$4,844,236 / $4,572,532 | 2022 | UNION SQUARE ADVISORS, LLC RETIREMENT PLAN - Plan #002 | 53 / 57 | $4,844,236 / $4,572,532 |
| 2021 | Plan NameUNION SQUARE ADVISORS, LLC RETIREMENT PLAN Plan #002 Participants BOY/EOY51 / 49 Assets BOY/EOY$4,268,276 / $4,844,236 | 2021 | UNION SQUARE ADVISORS, LLC RETIREMENT PLAN - Plan #002 | 51 / 49 | $4,268,276 / $4,844,236 |
| 2020 | Plan NameUNION SQUARE ADVISORS, LLC RETIREMENT PLAN Plan #002 Participants BOY/EOY41 / 48 Assets BOY/EOY$3,247,598 / $4,268,276 | 2020 | UNION SQUARE ADVISORS, LLC RETIREMENT PLAN - Plan #002 | 41 / 48 | $3,247,598 / $4,268,276 |
| 2019 | Plan NameUNION SQUARE ADVISORS, LLC RETIREMENT PLAN Plan #002 Participants BOY/EOY39 / 41 Assets BOY/EOY$2,370,522 / $3,247,598 | 2019 | UNION SQUARE ADVISORS, LLC RETIREMENT PLAN - Plan #002 | 39 / 41 | $2,370,522 / $3,247,598 |
| 2017 | Plan NameUNION SQUARE ADVISORS, LLC RETIREMENT PLAN Plan #002 Participants BOY/EOY37 / 37 Assets BOY/EOY$2,219,060 / $2,531,738 | 2017 | UNION SQUARE ADVISORS, LLC RETIREMENT PLAN - Plan #002 | 37 / 37 | $2,219,060 / $2,531,738 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/12/2020 | Approved$935,100 Forgiven$945,860 LenderJPMorgan Chase Bank, National Association Jobs35 | 04/12/2020 | $935,100 | $945,860 | JPMorgan Chase Bank, National Association | 35 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration