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UNIQUE FINANCIAL ADVISORS LLC

Advisory

HOLMDEL, NJ

Data as of Jan 11, 2026 · Source: SEC Form ADV

Rank in NJ
#641
of 775 advisers by AUM
Average account
$2M
across 49 accounts
AUM per adviser
$25M
3 advisers

Source: SEC Form ADV. Figures as filed Jan 11, 2026.

Total AUM
$74M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$74M
Discretionary AUM$74M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients49
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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