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FUNDIFY ADVISORS LLC
5900 Balcones Drive
#10888
Austin, Texas 78731
Tel: 512-645-1010
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 Status | 120-Day Approval |
|---|---|
| Firm CRD# | 319004 |
| SEC# | 801-125725 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 3 |
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 Clients | AUM |
|---|
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