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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