|
⚲
|
| Keyboard |
| Unify Financial LLC
✚
|
|
|---|---|
| CRD # | 324120 |
| SEC # | 801-130951 |
| CIK # | |
| AUM | 155.8 M (2026-04-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 727-306-0299 |
| Address | 1465 South Fort Harrison Avenue Clearwater, FL 33756 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 49.3 |
| (b) Individuals (high net worth individuals) | 35 | 105.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 567 | 155.8 |
| By Discretionary | ||
| Discretionary | 566 | 155.6 |
| Non-Discretionary | 1 | 0.2 |
| Total | 567 | 155.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.8 | |
| Total | 567 | 155.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Profocus Incorporated
✚
|
AZ | 156.5 M |
|
Maimon Wealth Management Ltd
✚
|
156.5 M | |
|
Star Wealth Management Corporation
✚
|
MI | 156.5 M |
|
Game Plan Advisors Inc
✚
|
TX | 156.0 M |
|
McGrath & Associates Inc
✚
|
NC | 155.9 M |
|
Natural Bridges Financial Advisors LLC
✚
|
CA | 155.8 M |
|
Personal Financial Solutions LLC
✚
|
NJ | 155.6 M |
|
BRIA Capital Group LLC
✚
|
FL | 155.1 M |
|
Richwood Investment Advisors LLC
✚
|
OH | 155.1 M |
|
Merrithew & Thorsten Inc
✚
|
CA | 155.0 M |