Assets Under Management
$26.4M
Number of Clients
20,068
Number of Advisors
1
Average Client AUM
$1K
AUM per Advisor
$26.4M
Compensation
N/A
UNest Advisers offers investment services for minors through UTMA/UGMA custodial accounts and individual brokerage accounts. Portfolios are invested in diversified ETFs and actively managed to adjust risk exposure over time, becoming more conservative as the child grows. UNest also offers socially responsible investment options.
5161 Lankershim Blvd, Suite 250, North Hollywood, CA, 91601