← Back to searchVisit website
UNIFY FINANCIAL ADVISORS
UNIFY FINANCIAL LLC
CRD 324120 · SEC 801-130951
1465 SOUTH FORT HARRISON AVENUE, SUITE 201, CLEARWATER, FL, 33756, United States
Phone
727-306-0299
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.8M
Discretionary AUM
$155.6M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $49.3M |
| High net worth individuals | 35 | $105.3M |
| Corporations/business entities | 3 | $1.1M |
States served
OH, FL
All web addresses on file
Official SEC filing: View on IAPD