Uniwealth Advisors, Inc.

Uniwealth Advisors, Inc. (CRD# 138009) is a financial advisory firm headquartered in , . They manage $140,466,512 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $6,688,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Uniwealth Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stefano Fanfani, financial advisor Cutler Bay FL
Stefano U. Fanfani
CRD#: 1580599
Cutler Bay, FL
83
Wealthminder
score

Stefano Fanfani (CRD# 1580599) is an Investment Advisor Representative working at Uniwealth Advisors, Inc. in Cutler Bay, FL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals