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).
Total Assets Under Management128MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$5,131,809
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Stefano Fanfani (CRD# 1580599) is an Investment Advisor Representative working at Uniwealth Advisors, Inc. in Miami, FL and has over 15 years of experience in the finance industry.