Unique Financial Advisors LLC

Overview

Unique Financial Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and it also lists accounting among its business activities. Its fees are billed using a mix of AUM-based charges, hourly fees and fixed fees. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and does not report pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives