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 a limited liability company that registered with the SEC in 2020 and operates as a non-independent retail registered investment adviser. The firm focuses on portfolio management for individuals and small businesses, serving a client base of individuals and families. Its fee structure includes a percentage-of-AUM component along with other fee arrangements. The firm identifies as an active ESG investor and maintains an affiliation with a broker-dealer. It does not describe itself as a capital allocator, multi-state adviser, pension consultant, or related 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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