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UNIFIMONEY RIA

Tel: 415-964-5877
61 Medford St
Somerville, Massachusetts  02143

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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

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 INSTITUTIO

Firm CRD#:

328842

SEC#:

801-129081

No. of Clients:

94

Assets under Management

$50,000

No. of Advisors:

5

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