Unifimoney Ria

Overview

Unifimoney Ria is a limited liability company operating as an independent registered investment adviser, filing with the SEC in 2023. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor, is not a capital allocator, and does not report pension consulting or multi-state adviser activity on its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices