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UNIFIED INVESTMENT MANAGEMENT

UNIFIED INVESTMENT MANAGEMENT, LLC

CRD 326056 · SEC 801-127765

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ONE GLENLAKE PARKWAY, SUITE 650, ATLANTA, GA, 30328, United States

Phone

(404) 920-4768

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.6M

Discretionary AUM

$150.6M

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-28

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)SUBADVISER SERVICES

Client types

TypeClientsAUM
Individuals45$11.5M
High net worth individuals43$138.6M
Corporations/business entities1$518K

States served

GA, LA, TX

All web addresses on file

Official SEC filing: View on IAPD