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UNISON

UNISON ADVISORS LLC

CRD 155470 · SEC 801-106874

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225 DYER STREET, 2ND FLOOR, PROVIDENCE, RI, 02903, United States

Phone

646-290-7697

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.02B

Discretionary AUM

$2.02B

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals38$12.4M
High net worth individuals57$1.92B

States served

CA, IL, NJ, NY, OH, RI

All web addresses on file

Official SEC filing: View on IAPD