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| Unest Advisers LLC
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| |
|---|---|
| CRD # | 308125 |
| SEC # | 801-118574 |
| CIK # | |
| AUM | $26.4 MM (2024-03-28) |
| Employees | 4 (25% Investors, 50% Brokers) |
| Phone | 818-275-0041 |
| Address | 5161 Lankershim Blvd North Hollywood, CA 91601 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20,068 | 26.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20,068 | 26.4 |
| By Discretionary | ||
| Discretionary | 20,068 | 26.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20,068 | 26.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.4 | |
| Total | 20,068 | 26.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Eastrade Asset Management Corporation
✚
|
NY | 0.0 |
|
Clearview Financial Planning Inc
✚
|
NY | 0.0 |
|
Dubeau Capital USA Inc
✚
|
0.0 | |
|
Magellan Financial Solutions LLC
✚
|
NY | 0.0 |
|
Rosecliff Capital Advisory LLC
✚
|
NY | 0.0 |
|
Benjamin Securities Inc
✚
|
FL | 0.0 |
|
Passive Management LLC
✚
|
NY | 0.0 |
|
Karagosian Financial Services Inc
✚
|
NY | 0.0 |
|
Future Perfect Planning LLC
✚
|
NY | 0.0 |
|
Wealthdrive Advisory LLC
✚
|
VA | 0.0 |