UNIFIMONEY RIA
Tel: 415-964-5877 61 Medford St Somerville, Massachusetts 02143
About UNIFIMONEY RIA
UNIFIMONEY RIA is a Somerville, Massachusetts based financial advisory firm with nearly $50,000 in assets under management and provides investment advisory services for 94 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
328842
Firm SEC#:
801-129081
Assets Under Management:
$50,000
No. of Clients:
94
No. of Advisors:
5
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Other (MONTHLY SAAS FEES; $1 PER USER, FROM THEIR FINANCIAL INSTITUTION)
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