Fundify Advisors LLC

Overview

Fundify Advisors LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its stated advisory activities focus on portfolio management for individuals and small businesses as well as for businesses or institutional clients. Fundify operates across multiple states and maintains an industry affiliation with a broker-dealer. The firm does not identify as an active ESG investor, is not a capital allocator, and is not set up as a pension consultant or related adviser.

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Location & Offices