UNIMAR

1450 Brickell Avenue
Suite 2160
Miami, Florida 33131
Tel: 786-245-4164

About UNIMAR

UNIMAR, formally registered with the SEC as UNIMAR. The firm was established in 01/23/2017. They have over 1 offices throughout the country.

UNIMAR is a Miami, Florida based Financial Planning firm with nearly $229,169,635 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159674
SEC#	801-108974
Assets Managed by Firm	$229,169,635
No. of Clients	36
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	36	$229,169,635
High net worth individuals	28	$37,136,737

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