UNIFIMONEY RIA QOZB, LLC

UNIFIMONEY RIA
SOMERVILLE, Massachusetts·2 registered advisors·CRD# 328842
SEC# 801-1290810415-964-5877
01

Firm Overview

AUM
$50K
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: MONTHLY SAAS FEES; $1 PER USER, FROM THEIR FINANCIAL INSTITUTION
03

Specialties

Investment Management
04

Advisors at UNIFIMONEY RIA QOZB, LLC

2 registered advisors
Benjamin James Joseph Soppitt
SOMERVILLE, Massachusetts
Miles Robert Webb
SOMERVILLE, Massachusetts
05

Office Locations

SOMERVILLE, Massachusetts
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. UNIFIMONEY RIA QOZB, LLC (CRD# 328842) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.