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 Fanfani, financial advisor Miami FL
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 15 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.

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