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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-16-2015
- Office Locations
- 1
Office Locations
About Unify Wealth Management LLC
Unify Wealth Management is a Fort Collins, CO RIA providing wealth management plus retirement planning for individuals and employer retirement plans. The firm uses a scientific, systematic, market-based approach designed to be easy to stick with in volatile markets, and helps clients consolidate and optimize investments, manage risk, and minimize taxes. For businesses, it implements and administers plans and provides fiduciary services with low-cost, institutional-grade investments (e.g., Schwab/Vanguard custody).
Team overview
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Owner & Executives
STEPHANIE KIMAK
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #6554691
- Ownership
- 50% but less than 75%
DAVID CHARLES FRY
Investment Advisor Representative
- CRD
- #6554688
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,507,437 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,507,437 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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