KLIMIS & ASSOCIATES ADVISORY, INC.

KLIMIS & ASSOCIATES ADVISORY, INC. of PALM HARBOR, FL is an SEC-registered investment adviser (CRD 142179). This firm reports disciplinary history on Form ADV.

Registration

• CRD: 142179
• Type: Registered investment adviser
• Location: 35002 US HIGHWAY 19 NORTH, PALM HARBOR, FL, 34684
• Phone: 727-785-6584
• Latest filing: 2026-02-04
• Clients: 1

Business model

Compensation: Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142179 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search