Unfcu Advisors LLC

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Assets Under Management

$31.8M

Number of Clients

Not reported

Number of Advisors

Avg. Portfolio per Client

N/A

Avg. Managed per Advisor

$31.8M

Compensation

Fixed/Hourly

About This Firm

UNFCU Advisors is a subsidiary of the United Nations Federal Credit Union. UNFCU Advisors provides investment management services to a single client, investing in corporate and government bonds. UNFCU Advisors does not accept new investment advisory clients.

Fee Structure

Investment management only (planning not offered)

UNFCU Advisors charges a flat fee annually to its single client for investment management services. If the agreement is terminated before the end of the year, a prorated refund will be provided.

Areas of Practice

Investment Management

Location

24-01 44th Road, Long Island City, NY, 11101-4605

1 Advisors at this firm

CFP