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UNIWEALTH ADVISORS, INC.
Investment Advice
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Assets Under Management
$319.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 315.4M |
| Non-Discretionary | 4.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 138009 |
| SEC Number | 801-66275 |
| Phone | 305-253-9333 |
| Total Employees | 1 |
| Business Types | registered_representative |
Client Count by Type (11 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 8 |
| State/Municipal Govt Enti… | 3 |
County data not available for this organization.