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Unified Investment Management, LLC

● SEC registered since 2023CRD 326056SEC# 801-127765Atlanta, GA
Export (members)
Reg. AUM
$136.2M
Employees
2
Accounts
255
Location
Atlanta, GA

Unified Investment Management, LLC assets under management

Unified Investment Management, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2023. It reports $136.2 million in regulatory assets under management and employs 2 people.

Unified Investment Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
David T Weitz ControlManaging Partner And Chief Compliance Officer50-75%2023
Ryan Malec ControlManaging Partner50-75%2023

Frequently asked questions

How much does Unified Investment Management, LLC manage?

Unified Investment Management, LLC reports $136.2 million in regulatory assets under management on its Form ADV.

How many employees does Unified Investment Management, LLC have?

Unified Investment Management, LLC reports 2 employees.

Where is Unified Investment Management, LLC located?

Unified Investment Management, LLC is based in Atlanta, GA and has been SEC-registered since 2023.

Does Unified Investment Management, LLC disclose fund performance?

Unified Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Glenlake Parkway, Suite 650, Atlanta, GA 30328
Phone(404) 920-4768
FaxN/A
Office hours9:00 a.m. - 6:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$136.2M
Non-discretionary$0
Total (RAUM)$136.2M