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UNIMAR
Legal name: UNIMAR FINANCIAL SERVICES, LLC
CRD 159674File 801-108974
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$230.8M
Below cohort median (national)
Discretionary AUM
$227.1M
Non-discretionary $3.7M
Clients
43
43 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 23, 2017
- Principal office
- 1221 BRICKELL AVENUE, SUITE 2601, MIAMI, FL, 33131
- Phone
- 3057979124
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $230.8M
- Discretionary AUM
- $227.1M
- Non-discretionary AUM
- $3.7M
- Discretionary accounts
- 39
- Non-discretionary accounts
- 4
- Total accounts
- 43
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $46.3M |
| Pooled investment vehicles | 7 | $184.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.