Unify Wealth Management LLC
Unify Wealth Management LLC (CRD# 277063) is a financial advisory firm headquartered in Fort Collins, CO. They manage $31,627,872 in 204 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Unify Wealth Management LLC
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$155,039
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Unify Wealth Management LLC
1
David Fry (CRD# 6554688) is an Investment Advisor Representative working at Unify Wealth Management LLC in Fort Collins, CO and has over 8 years of experience in the finance industry.
2
Stephanie Kimak (CRD# 6554691) is an Investment Advisor Representative working at Unify Wealth Management LLC in Fort Collins, CO and has over 8 years of experience in the finance industry.
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