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UNFCU ADVISORS LLC
CRD 136572File 801-67069
APPROVED
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$30.4M
Bottom 25% of cohort (national)
Discretionary AUM
$30.4M
Clients
0
1 accounts
Employees
4
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 8, 2006
- Principal office
- 24-01 44TH ROAD, LONG ISLAND CITY, NY, 11101-4605
- Phone
- 212-324-3900
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.4M
- Discretionary AUM
- $30.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $30.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $31,768,224 | $30,432,825 | decreased by$1,335,399 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 4 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 324 | — | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $106,053,902 | $31,768,224 | decreased by$74,285,678 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 358 | 1 | decreased by357 |
| Apr 1, 2022 | Employees | 15 | 14 | decreased by1 |
| Apr 1, 2022 | Clients | 253 | 324 | increased by71 |
| Apr 1, 2022 | AUM | $89,970,431 | $106,053,902 | increased by$16,083,471 |
| Apr 1, 2022 | Accounts | 283 | 358 | increased by75 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UNFCU ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UNFCU ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.