UNDA FINANCIAL AND CONSULTING LLC
UNDA FINANCIAL AND CONSULTING LLC of PALMETTO BAY, FL is an SEC-registered investment adviser (CRD 315468). Regulatory assets under management: $4.9M.
Registration
- CRD: 315468
- Type: 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.
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