# UNDA FINANCIAL AND CONSULTING LLC

UNDA FINANCIAL AND CONSULTING LLC of PALMETTO BAY, FL is an SEC-registered investment adviser.

## Registration

- CRD: 315468
- Type: SEC-registered investment adviser
- Location: SW 78TH AVE, PALMETTO BAY, FL, 33157-2303
- Phone: 786-200-9948
- Latest filing: 2026-03-30
- Regulatory AUM: $4.9M
- Discretionary AUM: $4.9M
- Clients: 1
- Accounts: 51

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315468/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315468/similar
- Related entities: https://search.stillhousedata.com/firm/315468/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315468

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.