UNITAS PARTNERS LLC

Overview

Unitas Partners LLC is a small, individually owned limited liability company that combines accounting work with financial planning and portfolio management for individuals and small businesses. Its advisory engagement model uses both a percentage-of-assets fee and hourly charges. The firm does not position itself as an active ESG investor, is not registered as a multi-state adviser, and does not identify as a pension consultant or related adviser. Regulatory detail such as SEC registration year is not specified in the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices