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Unifimoney RIA Qozb, LLC

● SEC registered since 2023CRD 328842SEC# 801-129081Somerville, MA
Export (members)
Reg. AUM
$87K
Employees
5
Accounts
156
Location
Somerville, MA

Unifimoney RIA Qozb, LLC assets under management

Unifimoney RIA Qozb, LLC operates as an SEC-registered investment adviser based in Somerville, MA. The firm has been registered since 2023. It reports $87,000 in regulatory assets under management and employs 5 people.
www.linkedin.com/company/unifimoneyView on SEC.gov ↗

Unifimoney RIA Qozb, LLC owners & executives

6 reported
NameTitleOwnershipSince
Miles Robert Webb ControlChief Compliance OfficerUnder 5%2023
Palm Qof 2022 LLC ControlMemberOver 75%2023
Peter Rung ControlCeoUnder 5%2025
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Frequently asked questions

How much does Unifimoney RIA Qozb, LLC manage?

Unifimoney RIA Qozb, LLC reports $87,000 in regulatory assets under management on its Form ADV.

How many employees does Unifimoney RIA Qozb, LLC have?

Unifimoney RIA Qozb, LLC reports 5 employees.

Where is Unifimoney RIA Qozb, LLC located?

Unifimoney RIA Qozb, LLC is based in Somerville, MA and has been SEC-registered since 2023.

Does Unifimoney RIA Qozb, LLC disclose fund performance?

Unifimoney RIA Qozb, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address61 Medford St, Somerville, MA 02143
Phone415-964-5877
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$20K
Non-discretionary$67K
Total (RAUM)$87K