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
185 N College Avenue, 2nd Floor, Fort Collins, CO 80524
https://unifywm.com/
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Unify Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Fry, financial advisor Fort Collins CO
David C. Fry
CRD#: 6554688
185 N College Avenue, 2nd Floor, Fort Collins, CO 80524

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, financial advisor Fort Collins CO
Stephanie Kimak
CRD#: 6554691
185 N College Avenue, 2nd Floor, Fort Collins, CO 80524

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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