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Home > Retirement Planners > california > north hollywood > UNEST ADVISERS, LLC
UNEST ADVISERS, LLC
5161 Lankershim Blvd
Suite 250
North Hollywood, California 91601
Tel: (818) 275-0041
About UNEST ADVISERS, LLC
UNEST ADVISERS, LLC, formally registered with the SEC as UNEST ADVISERS, LLC. The firm was established in 05/22/2020. They have over 1 offices throughout the country.
UNEST ADVISERS, LLC is a North Hollywood, California based Financial Planning firm with nearly $26,429,469 assets under management, offering retirement planning & investment advisory services to 20068 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308125 |
| SEC# | 801-118574 |
| Assets Managed by Firm | $26,429,469 |
| No. of Clients | 20068 |
| No. of Advisors | 4 |
Fee Structure
- Other (DISCRETIONARY ACCT FEE; MEMBERSHIP FEE TO AFFILIATE)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20068 | $26,429,469 |
| Individuals (other than high net worth individuals) | 20068 | $26,429,469 |
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