Unity Management Inc is a large advisory firm based in Garden City. It manages $1.05 billion of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Unity Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Unity Management Inc is $1.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Unity Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kenneth David Decter has been acting as President since 1 Jan 1997. Irving Decter joined the executive team most recently as the Chairman.
The principal office where Unity Management Inc performs its advisory services is located at 388 390 Old Country Road, Garden City, NY 11530, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number [516] 437-2200 or by fax [516] 437-2088. The normal business hours are 9 am to 5 pm on Monday - Friday.