UNIFIED INVESTMENT MANAGEMENT, LLC
Legal name: UNIFIED INVESTMENT MANAGEMENT
CRD #326056 SEC #801-127765 ATLANTA, GA (404) 920-4768
SEC Registered Disclosures
Total AUM
$136.2M
Discretionary
$136.2M
Employees
2
Clients
--
Accounts
255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $136.2M | $136.2M | $0 | 2 | 2 |
| Feb 2025 | $136.2M | $136.2M | $0 | 2 | 2 |
| Jan 2024 | $110.2M | $110.2M | $0 | 2 | 0 |
| Aug 2023 | $90M | $90M | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| May 2023 | $0 | $0 | $0 | 2 | 0 |
| Apr 2023 | $0 | $0 | $0 | 2 | 0 |
| Mar 2023 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees2
Clients2
DateFeb 2025
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees2
Clients2
DateJan 2024
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0