UNIFIED INVESTMENT MANAGEMENT

One Glenlake Parkway
Suite 650
Atlanta, Georgia 30328
Tel: (404) 920-4768

About UNIFIED INVESTMENT MANAGEMENT

UNIFIED INVESTMENT MANAGEMENT, formally registered with the SEC as UNIFIED INVESTMENT MANAGEMENT. The firm was established in 04/27/2023. They have over 1 offices throughout the country.

UNIFIED INVESTMENT MANAGEMENT is a Atlanta, Georgia based Financial Planning firm with nearly $136,230,720 assets under management, offering retirement planning & investment advisory services to 255 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326056
SEC#	801-127765
Assets Managed by Firm	$136,230,720
No. of Clients	255
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (SUBADVISER SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	255	$136,230,720
Individuals (other than high net worth individuals)	47	$10,876,883
High net worth individuals	61	$125,353,837

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