Unest Advisers, LLC

Overview

Unest Advisers, LLC is a limited liability company that registered with the SEC in 2020 and operates as a non-independent retail registered investment adviser. The firm focuses on portfolio management for individuals and small businesses, serving a client base of individuals and families. Its fee structure includes a percentage-of-AUM component along with other fee arrangements. The firm identifies as an active ESG investor and maintains an affiliation with a broker-dealer. It does not describe itself as a capital allocator, multi-state adviser, pension consultant, or related adviser.

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Public Holdings

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Location & Offices