UNIPLAN FINANCIAL INVESTMENTS INC.

UNIPLAN FINANCIAL INVESTMENTS INC. of DALLAS, TX is an SEC-registered investment adviser (CRD 166667).

Registration

• CRD: 166667
• Type: Registered investment adviser
• Location: 14901 QUORUM DRIVE, DALLAS, TX, 75254
• Phone: 972-991-8814
• Latest filing: 2025-01-15
• Clients: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166667 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search