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Building 2UNIFIMONEY RIA, INC.

Map pin
Phone415-964-5877
NotebookSEC #801-118883
Total AUM
$62K
Employees
2
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
415-964-5877

ReceiptFinancials

Total AUM
$62K
Accounts
154
Discretionary
$62K
Accounts
154
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
154
AUM
$62K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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