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Building 2UNIWEALTH ADVISORS, INC.

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Phone305-253-9333
NotebookSEC #801-66275
Total AUM
$373.2M
Employees
1
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 4:00PM
Monday - Friday
Phone
305-253-9333

ReceiptFinancials

Total AUM
$373.2M
Accounts
18
Discretionary
$4.7M
Accounts
10
Non-Discretionary
$368.4M
Accounts
8

ContactClients

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Individual Clients
5
AUM
$757.7K
Government Entity Clients
3
AUM
$372.1M
Corporation or Business Clients
1
AUM
$262.3K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
FL

HandshakeAffiliates

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

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