UNIFIED INVESTMENT MANAGEMENT
UNIFIED INVESTMENT MANAGEMENT, LLC Legal Name
Adviser information for UNIFIED INVESTMENT MANAGEMENT last updated from Form ADV on January 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 202 | $110.2M |
| Non-Discretionary | 0 | $0 |
| Total | 202 | $110.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 19 | $8.5M |
| HNW Individuals | 32 | $98.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.4M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSUBADVISER SERVICES |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-127765 |
|---|---|
| SEC ERA File Number | 801-127765 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326056 |
| Legal Entity Identifier | None |
Principal Office
ONE GLENLAKE PARKWAYSUITE 650
ATLANTA
GA
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: (404) 920-4768, Fax: N/A
Websites
Chief Compliance Officer
DAVID TRAVIS WEITZ
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
ONE GLENLAKE PARKWAY
SUITE 650
ATLANTA
GA
United States
Tel:
(404) 920-4768
Fax:
N/A
T**********@********M
(Full email address available in API data)
Regulatory Contact
RYAN POWELL MALEC
MANAGING PARTNER
ONE GLENLAKE PARKWAY
SUITE 650
ATLANTA
GA
United States
Tel:
(404) 920-4768
Fax:
N/A
R***@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MALEC, RYAN | Individual | – | MANAGING PARTNER | 03/2023 | 50-75% |
| WEITZ, DAVID, T | Individual | – | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | 03/2023 | 50-75% |