UNEST ADVISERS, LLC
Firm details
- Headquarters
- LARAMIE, Wyoming
- CRD number
- 308125
- Registered since
- May 22, 2020
- Website
- www.unest.co
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Unest Advisers, LLC is an SEC-registered limited liability company formed in 2020 that provides portfolio management primarily for individuals and small businesses. The firm serves individual and family clients and charges fees based on a percentage of assets under management (and other fee arrangements). It identifies as an active ESG investor and reports an affiliation with a broker-dealer. Ownership is a mix of a domestic entity and an individual. The firm does not describe itself as a capital allocator, related adviser, pension consultant, or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2Austin Van-Kempen
ContractorCRD 8184097
AARON KIRCHOFF
CIOCRD 5724934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LARAMIE, WY
ALBANY
Location
LARAMIE, WY
Headquartered in LARAMIE, WY, in the West of the United States.
- Region
- West
- County
- ALBANY
- Address
- 221 S 2nd St
- Time zone
- MT (UTC-7)
- Office locations
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