# UNIPLAN FINANCIAL INVESTMENTS INC.

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

## Registration

- CRD: 166667
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166667/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166667/similar
- Related entities: https://search.stillhousedata.com/firm/166667/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166667

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.