UNIQUE FINANCIAL ADVISORS LLC

UNIQUE FINANCIAL ADVISORS LLC of HOLMDEL, NJ is an SEC-registered investment adviser (CRD 174124). Regulatory assets under management: $74.0M.

Registration

• CRD: 174124
• Type: Registered investment adviser
• Location: 999 PALMER AVE., HOLMDEL, NJ, 07733
• Phone: (732)615-0380
• Latest filing: 2026-01-11
• Regulatory AUM: $74.0M
• Discretionary AUM: $74.0M
• Clients: 3
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174124 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search