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Building 2UNIFIMONEY RIA

Map pinAUSTIN, TX
Phone415-964-5877
NotebookSEC #801-129081
Total AUM
$314K
Employees
5
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4901 E. CESAR CHAVEZ ST.
AUSTIN
TX 78702
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415-964-5877

ReceiptFinancials

Total AUM
$314K
Accounts
463
Discretionary
$112K
Accounts
167
Non-Discretionary
$202K
Accounts
296

ContactClients

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Individual Clients
460
AUM
$314K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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