Adviser Profile
| As of Date | 08/18/2024 |
| Registration status | Registration Changed to UNIFY FINANCIAL LLC |
| ADV Location | CLEARWATER, FL, United States |
| Contact Info | 727 xxxxxxx |
| Websites |
| AUM* | 116,315,658 12% |
| of that, discretionary | 116,115,419 12% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 217,007 5% |
| % High Net Worth | 14.45% -8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds