U
$99.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-14-2016
- Office Locations
- 1
Office Locations
-- Ayer MA
About Unicorn Consulting
Unicorn Consulting is a Ayer-based RIA. The firm has been operating for 10 years. Managing $99.0K in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Team overview
39 AVG AGE
$99.0K AVG AUM / ADVISOR
$99.0K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Benjamin Royal Thornton
Chief Compliance Officer, Consultant
- CRD
- #6665396
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $99,000 | -- |
| Total | $99,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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