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UNFCU ADVISORS LLC

24-01 44th Road
Long Island City, New York 11101-4605
Tel: 212-324-3900

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About UNFCU ADVISORS LLC

UNFCU ADVISORS LLC, formally registered with the SEC as UNFCU ADVISORS LLC. The firm was established in 08/08/2006. They have over 1 offices throughout the country.

UNFCU ADVISORS LLC is a Long Island City, New York based Financial Planning firm with nearly $32,336,642 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#136572
SEC#801-67069
Assets Managed by Firm$32,336,642
No. of Clients1
No. of Advisors5

Fee Structure

  • Fixed fees

Advisory Services Provided

  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total1$32,336,642

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