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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENNETT, DAVID, LLOYD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BENNETT, DAVID, LLOYD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (2)
FL OH
Address
1465 SOUTH FORT HARRISON AVENUESUITE 201
CLEARWATER, FL 33756
United States
Phone: 727-306-0299