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).
Total Assets Under Management140MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$6,688,882
- 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 Cutler Bay, FL and has over 16 years of experience in the finance industry.