Unimar

Unimar (CRD# 159674) is a financial advisory firm headquartered in Miami, FL. They manage $297,952,000 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $4,318,145
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Unimar
Showing 1 - 5 of 5 top financial advisors.
1
Kenneth C. Anderson
CRD#: 4104096
1450 Brickell Avenue, Suite 2160, Miami, FL 33131
96
Wealthminder
score

Kenneth Anderson (CRD# 4104096) is an Investment Advisor Representative working at Unimar in Miami, FL and has over 18 years of experience in the finance industry. Kenneth Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jacobo A. Gadalamaria
CRD#: 2138460
1450 Brickell Avenue, Suite 2160, Miami, FL 33131
93
Wealthminder
score

Jacobo Gadalamaria (CRD# 2138460) is an Investment Advisor Representative working at Unimar in Miami, FL and has over 26 years of experience in the finance industry.

3
Richard Hutchings
CRD#: 5891219
1450 Brickell Avenue, Suite 2160, Miami, FL 33131
89
Wealthminder
score

Richard Hutchings (CRD# 5891219) is an Investment Advisor Representative working at Unimar in Miami, FL and has over 3 years of experience in the finance industry.

4
Diego Briceno
CRD#: 6757780
1450 Brickell Avenue, Suite 2160, Miami, FL 33131
87
Wealthminder
score

Diego Briceno (CRD# 6757780) is an Investment Advisor Representative working at Unimar in Miami, FL and has 1 year of experience in the finance industry.

5
Lia B. Yaffar-Pena
CRD#: 1931867
1450 Brickell Aveneu, Suite 2160, Miami, FL 33131
73
Wealthminder
score

Lia Yaffar-Pena (CRD# 1931867) is an Investment Advisor Representative working at Unimar in Miami, FL and has over 25 years of experience in the finance industry.

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