U Nest Holdings LLC (Burbank)

Name: U Nest Holdings LLC
Address: 2920 West Olive Ave, Burbank, CA, 91505
Telephone: 1-800-978-1858

U Nest Holdings LLC is an internet adviser based in Burbank. It manages $84.46 thousand of regulatory assets for 213 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

U Nest Holdings provides financial planning services and advice on investing in 529 plans & utma. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

U Nest Holdings: assets under management

The assets under management (AUM) of U Nest Holdings LLC is $84.46 thousand. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 60% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay U Nest Holdings LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients U Nest Holdings serves?

The only and largest group of clients of U Nest Holdings is individuals with 130 clients and $84.46 thousand of assets under management. Among the 5 most similar advisory firms, U Nest Holdings has the 3rd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $84.46 thousand for 130 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

U Nest Holdings doesn't advise any private funds.

Careers at U Nest Holdings LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Jarred Herman joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ksenia Yudina	Chief executive officer	1 Mar 2018	75% - 100%	5558318
Jarred Herman	Chief operating officer	1 Mar 2018	Other	6928103

Based in Burbank

The principal office where U Nest Holdings LLC performs its advisory services is located at 2920 West Olive Ave, Burbank, CA 91505, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-800-978-1858 or by fax N/A. The normal business hours are 7 am - 6 pm (pst) on Monday - Friday. You can find more information about the New York firm at facebook.com/unest/.