Uniwealth Advisors, Inc.
Uniwealth Advisors, Inc. (CRD# 138009) is a financial advisory firm headquartered in , . They manage $255,722,234 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Uniwealth Advisors, Inc.
By the Numbers
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Total Assets Under Management256MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$14,206,791
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Uniwealth Advisors, Inc.
1
Stefano Fanfani (CRD# 1580599) is an Investment Advisor Representative working at Uniwealth Advisors, Inc. in Cutler Bay, FL and has over 22 years of experience in the finance industry.
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