DBA: UNIFIMONEY RIA
| Total AUM | $314K |
| Discretionary | $112K36% of AUM |
| Non-Discretionary | $202K |
| Client Accounts | 463 |
| Avg Account Size | $678.186 |
| Employees | 5 |
| Peak AUM | $314KMar 2026 |
Total AUM
$314,000
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $314,000 | +260.9% | — | — | |
| Discretionary AUM | $112,000 | ||||
| Total AUM | $314,000 |
| Discretionary | $112,000 |
| Employees | 5 |
| Client Accounts | 463 |
Address
4901 E. CESAR CHAVEZ ST.
AUSTIN TX 78702
Phone
415-964-5877
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$112,000
35.7% of AUM
Non-Discretionary
$202,000
64.3% of AUM
Disc. mix ▲ 12.7pp vs 1 year ago
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $202,000 | +201.5% | — | — |
| Total Accounts | 463 | +196.8% | — | — |
| Avg Account Size | $678.186 | +21.6% | — | — |
| Employees | 5 | 0.0% | +22.7% | — |
| AUM / Employee | $62,800 | +260.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $314,000 | +260.9% | — | — | |
Client Count Segments | |||||
| HNW Clients | 460 | +194.9% | — | — | |