Uniwealth Advisors, Inc.

Uniwealth Advisors, Inc. (CRD# 138009) is a financial advisory firm headquartered in , . They manage $128,295,214 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $5,131,809
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 U. Fanfani
CRD#: 1580599
Miami, FL
83
Wealthminder
score

Stefano Fanfani (CRD# 1580599) is an Investment Advisor Representative working at Uniwealth Advisors, Inc. in Miami, FL and has over 14 years of experience in the finance industry.

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