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Uniwealth Advisors, Inc.

● SEC registered since 2006CRD 138009SEC# 801-66275
Export (members)
Reg. AUM
$319.9M
Employees
1
Accounts
20
Location
—

Uniwealth Advisors, Inc. assets under management

Uniwealth Advisors, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2006. It reports $319.9 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Uniwealth Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Stefano Ubaldo Fanfani ControlPresident & Chief Compliance Officer50-75%2003

Frequently asked questions

How much does Uniwealth Advisors, Inc. manage?

Uniwealth Advisors, Inc. reports $319.9 million in regulatory assets under management on its Form ADV.

How many employees does Uniwealth Advisors, Inc. have?

Uniwealth Advisors, Inc. reports 1 employees.

Does Uniwealth Advisors, Inc. disclose fund performance?

Uniwealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone305-253-9333
Office hours9:00a.m. To 4:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$315.4M
Non-discretionary$4.5M
Total (RAUM)$319.9M