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UNIQUE FINANCIAL ADVISORS LLC
UNIQUE FINANCIAL ADVISORS LLC
CRD 174124
999 PALMER AVE., SUITE 5, HOLMDEL, NJ, 07733, United States
Phone
(732)615-0380
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$74.0M
Discretionary AUM
$74.0M
Team
3 total employees; 3 advisory reps; 8 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $12.4M |
| High net worth individuals | 26 | $61.6M |
All web addresses on file
Official SEC filing: View on IAPD