Klimis & Associates Advisory, Inc.
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
Owners & executives
1 of 1
Michael Klimis
President, CEOCRD 861696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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