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KLIMIS & ASSOCIATES ADVISORY, INC.
CRD 142179
35002 US HIGHWAY 19 NORTH, PALM HARBOR, FL, 34684, United States
Phone
727-785-6584
Fax
727-786-2098
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 19 broker-dealer reps
Clients
11-25
Fees
Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
Yes
Services
Financial planning
All web addresses on file
Official SEC filing: View on IAPD