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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-2016
- Office Locations
- 1
Office Locations
About 1 Union Management, LLC
1 Union Management, LLC is a Phoenix-based RIA. The firm has been operating for 10 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on July 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full 1 Union Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL ROBERT SELF
Managing Member
- CRD
- #2439624
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,073,851 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,073,851 | -- |
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Separately Managed Accounts
SMA allocation detail is available
1 Union Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.