Fundify Advisors LLC

Overview

Fundify Advisors LLC is an independent registered investment adviser that provides fee-based portfolio management to individuals, families and small businesses, and also offers portfolio services for business or institutional clients. The firm is structured as a limited liability company owned by a domestic individual/entity and is registered with the SEC (registration in 2023). It operates across multiple states and reports a standard percentage-of-AUM fee model. Advisory work centers on discretionary portfolio management. The firm does not identify itself as an ESG-focused investor, does not act as a capital allocator, and is not positioned as a pension consultant. It maintains an industry affiliation with a broker-dealer.

Assets & Accounts

Investments & Alternatives