UNFCU ADVISORS LLC
  • UNFCU ADVISORS LLC
  • UNFCU FINANCIAL SERVICES, LLC
  • UNFCU FINANCIAL ADVISORS
  • UNFCU ADVISORS, LLC

Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 08/08/2006
Other registrations (1)
ADV Location LONG ISLAND CITY, NY, United States
Contact Info 212 xxxxxxx
AUM* 30,432,825 -6%
of that, discretionary 30,432,825 -6%
Number of Employees 4 -20%
of those in investment advisory functions 4 100%
Private Fund GAV* 0
Avg Account Size 30,432,825 -6%
% High Net Worth < 0.01% -100%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Banking or thrift institutions

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

90M 77M 64M 51M 39M 26M 13M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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