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UNIFIMONEY RIA
61 Medford St
Somerville, Massachusetts 02143
Tel: 415-964-5877
About UNIFIMONEY RIA
UNIFIMONEY RIA, formally registered with the SEC as UNIFIMONEY RIA. The firm was established in 11/20/2023. They have over 1 offices throughout the country.
UNIFIMONEY RIA is a Somerville, Massachusetts based Financial Planning firm with nearly $50,000 assets under management, offering retirement planning & investment advisory services to 94 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328842 |
| SEC# | 801-129081 |
| Assets Managed by Firm | $50,000 |
| No. of Clients | 94 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Other (MONTHLY SAAS FEES; $1 PER USER, FROM THEIR FINANCIAL INSTITUTION)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 94 | $50,000 |
| Individuals (other than high net worth individuals) | 94 | $50,000 |
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