KLIMIS & ASSOCIATES ADVISORY, INC.

Overview

Klimis & Associates Advisory, Inc. is a corporation run by an individual owner that operates in the broker-dealer channel and functions as a registered representative of a broker-dealer. The firm's advisory activity centers on financial planning services and it uses a fixed-fee billing model rather than asset‑based or performance fees. FINTRX classifies the firm as unclassified, and the record shows it is not designated as a capital allocator. The firm is not listed as an active ESG investor, is not a multi‑state adviser, and is not registered as a pension consultant. The SEC registration year is not available in the source data. Its business footprint appears oriented toward brokerage-linked financial planning rather than running a centralized investment platform or large advisory program.

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