This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2020
- Office Locations
- 2
Office Locations
About Unest Advisers, LLC
UNest Advisers, LLC powers the UNest app, a retail platform for families to save and invest for children, including 529 plan support. The offering emphasizes low-cost, automated investing with ETF-based portfolios and features designed to drive contributions, such as rewards from partner brands and easy gifting for friends and family. Pricing is transparent: no fees on balances up to $300 for the first 12 months, then $2/month plus 0.25% annually.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AARON LAWRENCE KIRCHOFF
Chief Executive Officer, PARTNER
- CRD
- #5724934
- Ownership
- Less than 5%
Austin James Van-Kempen
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,583,178 | $2,235 |
| Non-Discretionary | $0 | -- |
| Total | $45,583,178 | $2,235 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing