← Back to searchVisit website
UNITY WEALTH STRATEGIES
PHOENIX FISCAL INC
CRD 332777
2301 E PIKES PEAK AVE, COLORADO SPRINGS, CO, 80910, United States
Phone
719-602-1221
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$8.5M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $8.0M |
All web addresses on file
Official SEC filing: View on IAPD