World Class Unlimited, Inc.

Overview

World Class Unlimited, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients and acts as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its billing includes percentage-of-AUM fees as well as hourly and fixed-fee engagements. In addition to advisory work, the firm conducts insurance brokerage and accounting activities. It is not identified as an active ESG investor and does not report multi-state advisory status.

Assets & Accounts

Public Holdings

Investments & Alternatives