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FUNDIFY ADVISORS LLC

5900 Balcones Drive
#10888
Austin, Texas 78731
Tel: 512-645-1010

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About FUNDIFY ADVISORS LLC

FUNDIFY ADVISORS LLC, formally registered with the SEC as FUNDIFY ADVISORS LLC. The firm was established in 08/15/2023. They have over 1 offices throughout the country.

FUNDIFY ADVISORS LLC is a Austin, Texas based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status120-Day Approval
Firm CRD#319004
SEC#801-125725
Assets Managed by Firm$0
No. of Clients0
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM

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