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UNIFIED INVESTMENT MANAGEMENT

ATLANTA, GA · CRD 326056 · IAPD ↗ · unifiedim.com · (404) 920-4768

$150.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
3States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
February 2026 — UNIFIED INVESTMENT MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
70
February 2024 — UNIFIED INVESTMENT MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.