UNFCU ADVISORS LLC
CRD #136572 SEC #801-67069 LONG ISLAND CITY, NY 212-324-3900
SEC Registered
Total AUM
$31.8M
Discretionary
$31.8M
Employees
4
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $31.8M | $31.8M | $0 | 4 | 22 |
| Feb 2024 | $32.3M | $32.3M | $0 | 5 | 52 |
| Feb 2023 | $30.9M | $30.9M | $0 | 5 | 218 |
| Nov 2022 | $30.6M | $30.6M | $0 | 6 | 391 |
| Oct 2022 | $30.6M | $30.6M | $0 | 6 | 391 |
| Mar 2022 | $106.1M | $106.1M | $0 | 14 | 391 |
| Aug 2021 | $90M | $90M | $0 | 15 | 754 |
| Jul 2021 | $90M | $90M | $0 | 15 | 754 |
| Mar 2021 | $90M | $90M | $0 | 15 | 754 |
| Aug 2020 | $67.2M | $30.6M | $36.6M | 17 | 162 |
| Jun 2020 | $67.2M | $30.6M | $36.6M | 17 | 162 |
| Feb 2020 | $67.2M | $30.6M | $36.6M | 17 | 162 |
| Jan 2020 | $67.2M | $30.6M | $36.6M | 17 | 162 |
| Jun 2019 | $47M | $13.6M | $33.4M | 17 | 852 |
| Jun 2019 | $47M | $13.6M | $33.4M | 17 | 852 |
| Jun 2019 | $47M | $13.6M | $33.4M | 17 | 852 |
| Mar 2019 | $47M | $13.6M | $33.4M | 17 | 852 |
| Jan 2019 | $35.2M | $2.1M | $33M | 2 | 0 |
| Aug 2018 | $35.2M | $2.1M | $33M | 2 | 0 |
| Jul 2018 | $35.2M | $2.1M | $33M | 2 | 0 |
| Jun 2018 | $35.2M | $2.1M | $33M | 2 | 0 |
| May 2018 | $35.2M | $2.1M | $33M | 2 | 0 |
| Mar 2018 | $35.2M | $2.1M | $33M | 2 | 0 |
| Aug 2017 | $36.1M | $2.2M | $34M | 3 | 11 |
| Mar 2017 | $36.1M | $2.2M | $34M | 3 | 11 |
| Mar 2016 | $36M | $2M | $34M | 4 | 26 |
| Feb 2015 | $35.8M | $2.2M | $33.6M | 4 | 11 |
| Mar 2014 | $36.8M | $2.6M | $34.2M | 4 | 11 |
| Jan 2014 | $36.8M | $2.6M | $34.2M | 4 | 11 |
| Mar 2013 | $36.8M | $2.2M | $34.6M | 3 | 11 |
| May 2012 | $35.5M | $1.8M | $33.7M | 6 | 11 |
| Mar 2012 | $35.5M | $1.8M | $33.7M | 6 | 11 |
| Mar 2011 | $37.5M | $1.9M | $35.6M | 10 | -- |
| Dec 2010 | $35.7M | $1.5M | $34.2M | 10 | -- |
| Mar 2008 | $32.7M | $1.9M | $30.8M | 10 | -- |
| Mar 2007 | $31.3M | $1.6M | $29.7M | 10 | -- |
| Mar 2007 | $31.3M | $1.6M | $29.7M | 10 | -- |
| Feb 2007 | $31.3M | $1.6M | $29.7M | 5 | -- |
| Dec 2006 | $28.9M | $257.9K | $28.6M | 5 | -- |
DateMar 2025
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees4
Clients22
DateFeb 2024
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees5
Clients52
DateFeb 2023
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients218
DateNov 2022
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees6
Clients391
DateOct 2022
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees6
Clients391
DateMar 2022
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees14
Clients391
DateAug 2021
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees15
Clients754
DateJul 2021
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees15
Clients754
DateMar 2021
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees15
Clients754
DateAug 2020
Total AUM$67.2M
Discretionary$30.6M
Non-Disc.$36.6M
Employees17
Clients162
DateJun 2020
Total AUM$67.2M
Discretionary$30.6M
Non-Disc.$36.6M
Employees17
Clients162
DateFeb 2020
Total AUM$67.2M
Discretionary$30.6M
Non-Disc.$36.6M
Employees17
Clients162
DateJan 2020
Total AUM$67.2M
Discretionary$30.6M
Non-Disc.$36.6M
Employees17
Clients162
DateJun 2019
Total AUM$47M
Discretionary$13.6M
Non-Disc.$33.4M
Employees17
Clients852
DateJun 2019
Total AUM$47M
Discretionary$13.6M
Non-Disc.$33.4M
Employees17
Clients852
DateJun 2019
Total AUM$47M
Discretionary$13.6M
Non-Disc.$33.4M
Employees17
Clients852
DateMar 2019
Total AUM$47M
Discretionary$13.6M
Non-Disc.$33.4M
Employees17
Clients852
DateJan 2019
Total AUM$35.2M
Discretionary$2.1M
Non-Disc.$33M
Employees2
Clients0
DateAug 2018
Total AUM$35.2M
Discretionary$2.1M
Non-Disc.$33M
Employees2
Clients0
DateJul 2018
Total AUM$35.2M
Discretionary$2.1M
Non-Disc.$33M
Employees2
Clients0
DateJun 2018
Total AUM$35.2M
Discretionary$2.1M
Non-Disc.$33M
Employees2
Clients0
DateMay 2018
Total AUM$35.2M
Discretionary$2.1M
Non-Disc.$33M
Employees2
Clients0
DateMar 2018
Total AUM$35.2M
Discretionary$2.1M
Non-Disc.$33M
Employees2
Clients0
DateAug 2017
Total AUM$36.1M
Discretionary$2.2M
Non-Disc.$34M
Employees3
Clients11
DateMar 2017
Total AUM$36.1M
Discretionary$2.2M
Non-Disc.$34M
Employees3
Clients11
DateMar 2016
Total AUM$36M
Discretionary$2M
Non-Disc.$34M
Employees4
Clients26
DateFeb 2015
Total AUM$35.8M
Discretionary$2.2M
Non-Disc.$33.6M
Employees4
Clients11
DateMar 2014
Total AUM$36.8M
Discretionary$2.6M
Non-Disc.$34.2M
Employees4
Clients11
DateJan 2014
Total AUM$36.8M
Discretionary$2.6M
Non-Disc.$34.2M
Employees4
Clients11
DateMar 2013
Total AUM$36.8M
Discretionary$2.2M
Non-Disc.$34.6M
Employees3
Clients11
DateMay 2012
Total AUM$35.5M
Discretionary$1.8M
Non-Disc.$33.7M
Employees6
Clients11
DateMar 2012
Total AUM$35.5M
Discretionary$1.8M
Non-Disc.$33.7M
Employees6
Clients11
DateMar 2011
Total AUM$37.5M
Discretionary$1.9M
Non-Disc.$35.6M
Employees10
Clients--
DateDec 2010
Total AUM$35.7M
Discretionary$1.5M
Non-Disc.$34.2M
Employees10
Clients--
DateMar 2008
Total AUM$32.7M
Discretionary$1.9M
Non-Disc.$30.8M
Employees10
Clients--
DateMar 2007
Total AUM$31.3M
Discretionary$1.6M
Non-Disc.$29.7M
Employees10
Clients--
DateMar 2007
Total AUM$31.3M
Discretionary$1.6M
Non-Disc.$29.7M
Employees10
Clients--
DateFeb 2007
Total AUM$31.3M
Discretionary$1.6M
Non-Disc.$29.7M
Employees5
Clients--
DateDec 2006
Total AUM$28.9M
Discretionary$257.9K
Non-Disc.$28.6M
Employees5
Clients--