UNIFY FINANCIAL LLC
Doing business as UNIFY FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$155,790,004
Discretionary
$155,592,494
Non-discretionary
$197,510
Firm details
- CRD number
- 324120
- SEC file number
- 801-130951
- Main office
- CLEARWATER, FL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.unifyfa.com
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.