UNIFY FINANCIAL LLC
Legal name: UNIFY FINANCIAL ADVISORS
CRD #324120 SEC #801-130951 CLEARWATER, FL 727-306-0299
SEC Registered
Total AUM
$123.7M
Discretionary
$123.5M
Employees
3
Clients
10
Accounts
562
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $123.7M | $123.5M | $198.8K | 3 | 0 |
| Jul 2024 | $116.3M | $116.1M | $200.2K | 3 | 0 |
DateMar 2025
Total AUM$123.7M
Discretionary$123.5M
Non-Disc.$198.8K
Employees3
Clients0
DateJul 2024
Total AUM$116.3M
Discretionary$116.1M
Non-Disc.$200.2K
Employees3
Clients0