CRD: 315468
Unda Financial AND Consulting LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2022
- Office Locations
- 1
Office Locations
About Unda Financial AND Consulting LLC
UNDA Financial and Consulting provides fee-based financial and investment planning, building goal-aligned portfolios with retirement, estate and trust-planning considerations and risk-tolerance driven strategy. Led by David J. Unda, a portfolio management veteran with international markets experience, the firm advises clients across the U.S. and abroad. Client portfolios are primarily implemented with ETFs, and the firm publishes regular market commentary for investors.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
DAVID J UNDA
DIRECTOR, Financial Advisor, General Partner
- CRD
- #7442907
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,875,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,875,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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