UNIFIMONEY RIA QOZB, LLC
Legal name: UNIFIMONEY RIA
CRD #328842 SEC #801-129081 SOMERVILLE, MA 415-964-5877
SEC Registered
Total AUM
$87K
Discretionary
$20K
Employees
5
Clients
--
Accounts
156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $87K | $20K | $67K | 5 | 0 |
| Mar 2024 | $50K | $12.5K | $37.5K | 5 | 0 |
| Nov 2023 | $0 | $0 | $0 | 3 | 0 |
| Oct 2023 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$87K
Discretionary$20K
Non-Disc.$67K
Employees5
Clients0
DateMar 2024
Total AUM$50K
Discretionary$12.5K
Non-Disc.$37.5K
Employees5
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0