← Back to searchVisit website
UNDA FINANCIAL AND CONSULTING LLC
CRD 315468
SW 78TH AVE, 15975, PALMETTO BAY, FL, 33157-2303, United States
Phone
786-200-9948
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.9M
Discretionary AUM
$4.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $4.9M |
All web addresses on file
Official SEC filing: View on IAPD