Neil
Unger

David S Reinders

CRD#7379881
Investment Advisor
in Valencia, CA

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About this Advisor

Neil Unger is a financial advisor who works out of Valencia, California who has 2 years of relevant experience. Unger is an employee of David S Reinders. Unger has gained experience at David S Reinders, Inc and Kaiser Permanente. Unger has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in California. David S Reinders is a financial advisory company that has its headquarters in Valencia, CA. It oversees $105 million in total assets across its 613 customer accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 613 accounts, just 12% are held by high-net-worth investors who have more than $1 million in assets available to invest. David S Reinders provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees usually are based on which services the firm provides the client. However, fees charged by David S Reinders likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

27433 Tourney Road Suite 250
Valencia, CA 91355

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David S Reinders Brokerage Details

Total Assets Under Management

$105,209,139

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

613

CA Average: 3,727
Average Account Size

$171,630

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Neil Unger Work History

Neil has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

David S Reinders, Inc

2010 - 2021 (11 years)

Kaiser Permanente

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Neil Unger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at David S Reinders

Michael Weitzman
Valencia, CA
Matthew Shifflett
Valencia, CA
Neil Unger
Valencia, CA
Emily Swan
Valencia, CA
David Reinders
Valencia, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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