UNIFIMONEY RIA
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 328842
- Registered since
- November 20, 2023
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Unifimoney Ria is a limited liability company that provides fee-based portfolio management primarily to individual and family clients, as well as small businesses. The firm, registered with the SEC in 2023, charges clients a percentage of assets under management and does not position itself as a capital allocator. Its advisory focus is straightforward portfolio management; it does not identify as an active ESG investor and is not structured as a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2Miles Webb
Chief Compliance OfficerCRD 7823389
PETER RUNG
CEOCRD 4314503
Contacts
1 of 1Justin Ross
ManagerCRD 6846184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 4901 E Cesar Chavez St
- Time zone
- CT (UTC-6)
- Office locations
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