Investment adviser · CRD 294806

U-NEST HOLDINGS, INC.

Investment adviser filing (IA)

U-NEST HOLDINGS, LLC

NORTH HOLLYWOOD, CA, United States · Form ADV filed Mar 20, 2020

Regulatory AUM: $156K
Client accounts: 405
Employees: 4
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	351	$156,060	100.0%
High-net-worth individuals	Fewer than 5	Not reported	Not reported
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Corporations & businesses	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 1400629 · Mar 20, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2020. View historical filings

Reported services

Financial planning

Compensation

Fixed

Principal office

5161 LANKERSHIM BLVD, SUITE 250
NORTH HOLLYWOOD, CA, 91601, United States

CRD 294806

Filing source

Form ADV 1400629 · Mar 20, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.