Klimis & Associates Advisory, Inc.
RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1
Firm details
- Headquarters
- Palm Harbor, Florida
- CRD number
- 142179
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Klimis & Associates Advisory, Inc. is a Florida-registered corporate advisory entity that operates as a registered representative of a broker-dealer and provides financial planning services. The firm is owned by an individual and bills clients on a fixed-fee basis. It is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser in the available records.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
Palm Harbor, FL
Pinellas
Location
Palm Harbor, FL
Headquartered in Palm Harbor, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 35002 Us Highway 19 N
- Time zone
- ET (UTC-5)
- Office locations
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