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| Happy Holidays!! thanks for using AUM13F!! |
| Unified Investment Management LLC
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| CRD # | 326056 |
| SEC # | 801-127765 |
| CIK # | 0002054855 |
| AUM | $136.2 M (2025-02-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 404-920-4768 |
| Address | One Glenlake Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Genuine Parts Co | 6.8 | ||
| Microsoft Corp | 2.3 | ||
| Nvidia Corp | 1.9 | ||
| Amazon Com Inc | 1.8 | ||
| United Rentals Inc /DE | 1.7 | ||
| Paypal Holdings Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Qualcomm Inc/DE | 1.6 | ||
| Apple Inc | 1.5 | ||
| Royal Dutch Shell PLC | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 10.9 |
| (b) Individuals (high net worth individuals) | 61 | 125.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 255 | 136.2 |
| By Discretionary | ||
| Discretionary | 255 | 136.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 255 | 136.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.2 | |
| Total | 255 | 136.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054855] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Steward Advisors LLC
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IL | 0.1 |
|
Personal Financial Solutions LLC
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NJ | 0.1 |
|
Bird Rock Asset Management LP
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TX | 0.1 |
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Drystone LLC
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0.1 | |
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Sustainable Investment Solutions LLC
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MA | 0.1 |
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Invariant Investment Management LLC
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PA | 0.1 |
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H S Dreher Capital Management LLC
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NC | 0.1 |
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Butler Financial Services Inc
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CO | 0.1 |
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Credentialed Wealth Advisors LLC
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CO | 0.1 |
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Cedarwood Wealth LLC
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CO | 0.1 |