1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2UNIFIED INVESTMENT MANAGEMENT

Map pinATLANTA, GA
Phone(404) 920-4768
NotebookSEC #801-127765
Total AUM
$150.6M
Employees
2
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE GLENLAKE PARKWAY
SUITE 650
ATLANTA
GA 30328
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
(404) 920-4768

ReceiptFinancials

Total AUM
$150.6M
Accounts
263
Discretionary
$150.6M
Accounts
263
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
45
AUM
$11.5M
HNW Individual Clients
43
AUM
$138.6M
Corporation or Business Clients
1
AUM
$518K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUBADVISER SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
GALATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account