|
⚲
|
| Unfcu Advisors LLC
✚
| |
|---|---|
| CRD # | 136572 |
| SEC # | 801-67069 |
| CIK # | |
| AUM | $32.3 MM (2024-02-16) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 212-324-3900 |
| Address | 2401 44th Road Long Island City, NY 11101-4605 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 0.0 |
| (c) Banking or thrift institutions | 0 | 32.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 32.3 |
| By Discretionary | ||
| Discretionary | 1 | 32.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 32.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.3 | |
| Total | 1 | 32.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Neiman Funds Management LLC
✚
|
NY | 0.0 |
|
Gurufocus Investments LLC
✚
|
TX | 0.0 |
|
Castle Investment Management LLC
✚
|
VA | 0.0 |
|
Motilal Oswal Capital Limited
✚
|
0.0 | |
|
GSA Capital Partners New York LP
✚
|
NY | 0.0 |
|
Cache Advisors LLC
✚
|
CA | 0.0 |
|
AOT Invest LLC
✚
|
IA | 0.0 |
|
Berenberg Asset Management LLC
✚
|
NY | 0.0 |
|
Halo Investment Services LLC
✚
|
NY | 0.0 |
|
Subversive Capital Advisor LLC
✚
|
NY | 0.0 |