Unique Financial Advisors LLC

Overview

Unique Financial Advisors LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individuals, families and small-business clients with financial planning and discretionary portfolio management. Engagements are fee-based and flexible: the firm charges a percentage of assets under management and also accepts hourly and fixed-fee arrangements. Investment activity is centered on fund-wrapped, manager-driven portfolios rather than direct-stock accumulation. Filings show a strong preference for public mutual funds and other pooled vehicles, and the firm manages client relationships on a discretionary basis. Business operations include accounting services in addition to its advisory work, and the firm does not position itself as a capital allocator or an ESG-specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices