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U-NEST HOLDINGS, INC.
NORTH HOLLYWOOD, CA
1-800-978-1858
SEC #801-112946Total AUM
$156.1K
Employees
4Clients
360Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5161 LANKERSHIM BLVD
SUITE 250
NORTH HOLLYWOOD
CA 91601
United States
SUITE 250
NORTH HOLLYWOOD
CA 91601
United States
Operating Hours
7 AM - 6 PM (PST)
Monday - Friday
Monday - Friday
Phone
1-800-978-1858
Financials
Total AUM
$156.1K
Accounts
405Discretionary
$0
Accounts
0Non-Discretionary
$156.1K
Accounts
405
Clients
Individual Clients
351AUM
$156.1K
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Financial PlanningOther Services
Other Services
ADVICE ON INVESTING IN 529 PLANS & UTMA
Compensation Types
Charges Fixed Fee
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.