UNIFIMONEY RIA

UNIFIMONEY RIA QOZB, LLC

CRD 328842 · SEC 801-129081

4901 E. CESAR CHAVEZ ST., AUSTIN, TX, 78702, United States

Phone

415-964-5877

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$314K

Discretionary AUM

$112K

Team

5 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	460	$314K

Official SEC filing: View on IAPD