U-NEST HOLDINGS, INC.
CRD #294806 SEC #801-112946 NORTH HOLLYWOOD, CA 1-800-978-1858
SEC Registered
Total AUM
$156.1K
Discretionary
$0
Employees
4
Clients
101
Accounts
405
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $156.1K | $0 | $156.1K | 4 | 130 |
| Mar 2020 | $156.1K | $0 | $156.1K | 4 | 130 |
| Dec 2019 | $156.1K | $0 | $156.1K | 4 | 130 |
| Jul 2019 | $84.5K | $0 | $84.5K | 1 | 130 |
| Mar 2019 | $30K | $0 | $30K | 1 | 130 |
| Jul 2018 | $0 | $0 | $0 | 2 | 0 |
| Mar 2018 | $0 | $0 | $0 | 2 | 0 |
DateMar 2020
Total AUM$156.1K
Discretionary$0
Non-Disc.$156.1K
Employees4
Clients130
DateMar 2020
Total AUM$156.1K
Discretionary$0
Non-Disc.$156.1K
Employees4
Clients130
DateDec 2019
Total AUM$156.1K
Discretionary$0
Non-Disc.$156.1K
Employees4
Clients130
DateJul 2019
Total AUM$84.5K
Discretionary$0
Non-Disc.$84.5K
Employees1
Clients130
DateMar 2019
Total AUM$30K
Discretionary$0
Non-Disc.$30K
Employees1
Clients130
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0