Overview
Assets Under Management: $136 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
UNIFIED INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326056), UNIFIED INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
UNIFIED INVESTMENT MANAGEMENT, LLC is headquartered in ATLANTA, GA.
UNIFIED INVESTMENT MANAGEMENT, LLC serves 61 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, UNIFIED INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
UNIFIED INVESTMENT MANAGEMENT, LLC manages $136 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, UNIFIED INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 255
Discretionary Accounts: 255
Regulatory Filings
CRD Number: 326056
Last Filing Date: 2025-02-10 00:00:00
Website: https://gmail.com