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KLIMIS & ASSOCIATES ADVISORY, INC.

CRD 142179

Visit website

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