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Building 2UNIFY FINANCIAL ADVISORS

Map pinCLEARWATER, FL
Phone727-306-0299
NotebookSEC #801-130951
Total AUM
$155.8M
Employees
3
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1465 SOUTH FORT HARRISON AVENUE
SUITE 201
CLEARWATER
FL 33756
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
727-306-0299

ReceiptFinancials

Total AUM
$155.8M
Accounts
567
Discretionary
$155.6M
Accounts
566
Non-Discretionary
$197.5K
Accounts
1

ContactClients

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Individual Clients
158
AUM
$49.3M
HNW Individual Clients
35
AUM
$105.3M
Corporation or Business Clients
3
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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