Top financial advisors in North Hollywood, CA
We’ve curated a list of the best financial advisors in North Hollywood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$25,384,593
Number of advisors
6 advisors
| $25,384,593 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in North Hollywood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Hollywood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Unest Advisers, LLC
UNest Advisers, LLC is a digital investing platform specializing in children's investment accounts and college savings management services. Established in June 2020, the firm offers the UNest Wrap Fee Program, providing investment services through a mobile application tailored for minors' financial needs. Clients can open accounts with no minimum size, requiring a minimum initial and subsequent deposit of $25. The firm charges a flat monthly membership fee of $4.99, covering investment advisory services and other related services. UNest operates on a discretionary basis, selecting investment portfolios based on client-provided information. Clients can choose from ETF-based portfolio strategies ranging from conservative to aggressive, with options for socially responsible investments. The firm rebalances holdings and reinvests dividends automatically. UNest emphasizes risk management, offering a College Savings Calculator for estimating costs and providing educational materials on its website. The firm's cybersecurity measures aim to protect client information. UNest does not have a history of legal or disciplinary events and discloses potential conflicts of interest, including compensation for client referrals. Clients can terminate their advisory relationship at any time, with unpaid fees due upon termination.
$25,384,593 under management
6 advisors
Fee structure
$5/MONTH DISCRETIONARY ACCT FEE; MEMBERSHIP FEE TO AFFILIATE
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in North Hollywood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Hollywood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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