RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RUNG, PETERICEONA Control
Soppitt, Benjamin, James JosephICEONA Control
Soppitt, Benjamin, James JosephICEONA Control
Soppitt, Benjamin, James JosephICEONA Control
Webb, Miles, RobertICHIEF COMPLIANCE OFFICERNA Control
Webb, Miles, RobertICHIEF COMPLIANCE OFFICERNA Control
Webb, Miles, RobertICHIEF COMPLIANCE OFFICERNA Control
Webb, Miles, RobertICHIEF COMPLIANCE OFFICERNA Control
PALM QOF 2022 LLCDEMEMBERE Control
PALM QOF 2022 LLCDEMEMBERE Control
PALM QOF 2022 LLCDEMEMBERE Control
PALM QOF 2022 LLCDEMEMBERE Control
UNIFIMONEY, INCDEMEMBERB
UNIFIMONEY, INCDEMEMBERB
UNIFIMONEY, INCDEMEMBERB
UNIFIMONEY, INCDEMEMBERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
PALMER, BRADLEY, CARLIPALM QOF 2022 LLCE Control
PALMER, BRADLEY, CARLIPALM QOF 2022 LLCE Control
PALMER, BRADLEY, CARLIPALM QOF 2022 LLCE Control
Soppitt, Benjamin, James JosephIUNIFIMONEY, INCC Control
Soppitt, Benjamin, James JosephIUNIFIMONEY, INCC Control
Soppitt, Benjamin, James JosephIUNIFIMONEY, INCC Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (1)

MA

Address

61 MEDFORD ST
SOMERVILLE, MA 02143
United States
Phone: 415-964-5877